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 | $89,532-51.4% | $103,431-57.9% | $80,911-46.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 32.23% | 22.80%+9.4pp | 23.92%+8.3pp | 35.63%-3.4pp |
| Employer contribution / active EE | $17,026 | $4,023+323.2% | $4,678+264.0% | $2,756+517.8% |
| Participant deferral / active EE | $9,517 | $5,459+74.3% | $6,625+43.7% | $4,297+121.5% |
| Admin fee / account holder | $3,236 | $6,774-52.2% | $9,412-65.6% | $6,935-53.3% |