Filed December 15, 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 | $38,874 | $183,627-78.8% | $155,602-75.0% | $145,978-73.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.28% | 61.32%-22.0pp | 64.81%-25.5pp | 550.52%-511.2pp |
| Employer contribution / active EE | $69,000 | $5,316+1197.9% | $4,675+1375.9% | $4,662+1380.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $79,725 | $19,327+312.5% | $15,923+400.7% | $13,400+494.9% |