Filed June 2, 2025
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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 | $481,759 | $162,136+197.1% | $152,301+216.3% | $154,746+211.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.79% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $31,002 | $4,890+533.9% | $4,624+570.4% | $4,379+608.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,564 | $15,759-20.3% | $14,398-12.7% | $14,365-12.5% |