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 | $110,962 | $75,962+46.1% | $154,108-28.0% | $64,173+72.9% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+21.9pp |
| Annual return | -6.45% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,553 | $3,350+6.1% | $5,298-32.9% | $2,381+49.2% |
| Participant deferral / active EE | $6,399 | $3,175+101.6% | $5,081+25.9% | $3,470+84.4% |
| Admin fee / account holder | $8,809 | $5,589+57.6% | $13,411-34.3% | $4,887+80.2% |