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 | $123,298 | $91,198+35.2% | $178,503-30.9% | $79,856+54.4% |
| Participation rate | 72.2% | 69.2%+3.0pp | 81.9%-9.7pp | 69.6%+2.6pp |
| Annual return | 11.77% | 24.20%-12.4pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,397 | $3,257+4.3% | $5,011-32.2% | $2,471+37.4% |
| Participant deferral / active EE | $5,556 | $3,237+71.7% | $5,202+6.8% | $3,741+48.5% |
| Admin fee / account holder | $27,383 | $6,748+305.8% | $13,987+95.8% | $5,306+416.0% |