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 | $471,431 | $157,304+199.7% | $141,197+233.9% | $152,909+208.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.36% | 64.34%-54.0pp | 71.41%-61.0pp | 345.46%-335.1pp |
| Employer contribution / active EE | $23,601 | $5,263+348.5% | $4,736+398.3% | $4,764+395.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,645 | $12,126-28.7% | $10,265-15.8% | $11,601-25.5% |