Filed October 8, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,813 | $183,539+56.8% | $155,556+85.0% | $145,897+97.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.22% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,928 | $5,315-26.1% | $4,675-16.0% | $4,663-15.8% |
| Participant deferral / active EE | $8,255 | $6,467+27.6% | $5,631+46.6% | $6,689+23.4% |
| Admin fee / account holder | $16,973 | $19,275-11.9% | $15,885+6.9% | $13,390+26.8% |