Filed December 8, 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 | $42,829 | $209,425-79.5% | $178,499-76.0% | $158,966-73.1% |
| Participation rate | 90.5% | 86.4%+4.1pp | 81.9%+8.5pp | 82.0%+8.5pp |
| Annual return | 58.91% | 188.80%-129.9pp | 151.10%-92.2pp | 302.95%-244.0pp |
| Employer contribution / active EE | $4,501 | $5,707-21.1% | $5,011-10.2% | $4,762-5.5% |
| Participant deferral / active EE | $6,400 | $5,955+7.5% | $5,202+23.0% | $5,983+7.0% |
| Admin fee / account holder | $2,889 | $17,078-83.1% | $13,986-79.3% | $11,250-74.3% |