Filed November 3, 2025
Total covered: 132 employees
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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 | $126,972 | $77,816+63.2% | $123,549+2.8% | $64,181+97.8% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | -6.05% | 12.49%-18.5pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,948 | $3,014-2.2% | $4,628-36.3% | $2,381+23.8% |
| Participant deferral / active EE | $5,761 | $5,240+10.0% | $6,426-10.3% | $3,470+66.1% |
| Admin fee / account holder | $1,035 | $5,519-81.3% | $9,284-88.9% | $4,887-78.8% |