Filed June 26, 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 | $118,716 | $77,638+52.9% | $156,551-24.2% | $62,881+88.8% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 5.29% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,856 | $3,444+12.0% | $5,501-29.9% | $2,281+69.1% |
| Participant deferral / active EE | $6,888 | $3,046+126.2% | $4,871+41.4% | $3,203+115.0% |
| Admin fee / account holder | $15,040 | $5,561+170.4% | $13,028+15.4% | $4,296+250.1% |