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 | $97,717 | $73,839+32.3% | $143,788-32.0% | $68,495+42.7% |
| Participation rate | 78.7% | 66.7%+12.1pp | 80.3%-1.6pp | 67.9%+10.8pp |
| Annual return | -13.48% | 1.01%-14.5pp | -0.03%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,822 | $3,184+51.4% | $4,952-2.6% | $2,596+85.7% |
| Participant deferral / active EE | $7,738 | $3,384+128.6% | $5,638+37.2% | $4,028+92.1% |
| Admin fee / account holder | $23,919 | $5,755+315.7% | $14,675+63.0% | $5,403+342.7% |