Filed August 4, 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 | $25,806 | $48,078-46.3% | $78,676-67.2% | $62,881-59.0% |
| Participation rate | 72.4% | 65.2%+7.2pp | 73.6%-1.2pp | 69.3%+3.1pp |
| Annual return | 16.19% | 31.36%-15.2pp | 62.19%-46.0pp | 20.14%-4.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,286 | $2,587+104.3% | $3,517+50.3% | $3,203+65.0% |
| Admin fee / account holder | $365 | $3,206-88.6% | $4,510-91.9% | $4,296-91.5% |