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 | $89,515-51.4% | $103,486-57.9% | $80,935-46.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 32.23% | 22.82%+9.4pp | 23.93%+8.3pp | 35.66%-3.4pp |
| Employer contribution / active EE | $17,026 | $4,015+324.0% | $4,679+263.9% | $2,757+517.6% |
| Participant deferral / active EE | $9,517 | $5,463+74.2% | $6,628+43.6% | $4,299+121.3% |
| Admin fee / account holder | $3,236 | $6,527-50.4% | $9,354-65.4% | $6,924-53.3% |