Filed March 10, 2025 (most recent of 6 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,841 | $98,776+244.1% | $149,745+126.9% | $79,856+325.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.6pp |
| Annual return | 12.16% | 27.38%-15.2pp | 276.72%-264.6pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,056 | $3,217+26.1% | $4,646-12.7% | $2,471+64.1% |
| Participant deferral / active EE | $9,941 | $5,681+75.0% | $6,843+45.3% | $3,741+165.8% |
| Admin fee / account holder | $9,652 | $6,053+59.5% | $9,312+3.7% | $5,306+81.9% |