Filed September 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 | $263,820 | $138,385+90.6% | $184,243+43.2% | $80,925+226.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.72% | 20.02%-5.3pp | 28.82%-14.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $5,002 | $4,851+3.1% | $6,427-22.2% | $2,756+81.5% |
| Participant deferral / active EE | $16,671 | $7,075+135.6% | $9,132+82.5% | $4,299+287.8% |
| Admin fee / account holder | $24,737 | $10,489+135.8% | $13,914+77.8% | $6,940+256.4% |