Filed July 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 | $43,522 | $89,698-51.5% | $103,464-57.9% | $80,874-46.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 32.23% | 22.78%+9.5pp | 23.91%+8.3pp | 35.62%-3.4pp |
| Employer contribution / active EE | $17,026 | $4,018+323.7% | $4,677+264.1% | $2,756+517.9% |
| Participant deferral / active EE | $9,517 | $5,456+74.4% | $6,624+43.7% | $4,297+121.5% |
| Admin fee / account holder | $3,236 | $6,768-52.2% | $9,410-65.6% | $6,935-53.3% |