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 | $306,433 | $223,823+36.9% | $211,142+45.1% | $154,746+98.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 26.86% | 50.39%-23.5pp | 46.84%-20.0pp | 172.34%-145.5pp |
| Employer contribution / active EE | $11,229 | $6,787+65.5% | $6,442+74.3% | $4,379+156.4% |
| Participant deferral / active EE | $19,942 | $9,750+104.5% | $9,284+114.8% | $6,730+196.3% |
| Admin fee / account holder | $6,911 | $19,707-64.9% | $19,076-63.8% | $14,365-51.9% |