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 | $183,592+56.8% | $155,574+85.0% | $145,877+97.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.22% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $3,928 | $5,317-26.1% | $4,676-16.0% | $4,663-15.8% |
| Participant deferral / active EE | $8,255 | $6,466+27.7% | $5,629+46.6% | $6,691+23.4% |
| Admin fee / account holder | $16,973 | $19,316-12.1% | $15,914+6.7% | $13,402+26.6% |