Filed November 9, 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 | $22,067 | $82,674-73.3% | $125,363-82.4% | $68,495-67.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,610 | $3,382+36.3% | $4,815-4.3% | $2,596+77.5% |
| Participant deferral / active EE | $9,541 | $6,111+56.1% | $7,447+28.1% | $4,028+136.9% |
| Admin fee / account holder | $1,810 | $6,276-71.2% | $10,005-81.9% | $5,403-66.5% |