Filed July 1, 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 | $64,321 | $49,249+30.6% | $70,476-8.7% | $79,852-19.4% |
| Participation rate | 83.7% | 69.2%+14.5pp | 75.1%+8.6pp | 69.6%+14.0pp |
| Annual return | 6.06% | 30.09%-24.0pp | 109.12%-103.1pp | 31.72%-25.7pp |
| Employer contribution / active EE | $2,376 | $2,100+13.1% | $2,738-13.2% | $2,471-3.8% |
| Participant deferral / active EE | $6,248 | $2,769+125.6% | $3,710+68.4% | $3,740+67.0% |
| Admin fee / account holder | $1,781 | $2,878-38.1% | $3,847-53.7% | $5,306-66.4% |