Filed November 14, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,052 | $73,839+233.2% | $143,788+71.1% | $68,495+259.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.67% | 1.01%-18.7pp | -0.03%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $12,235 | $3,184+284.3% | $4,952+147.1% | $2,596+371.2% |
| Participant deferral / active EE | $6,422 | $3,384+89.8% | $5,638+13.9% | $4,028+59.5% |
| Admin fee / account holder | $2,937 | $5,755-49.0% | $14,675-80.0% | $5,403-45.6% |