Filed November 18, 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 | $372,917 | $99,345+275.4% | $84,753+340.0% | $273,972+36.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.01% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $11,300 | $4,214+168.2% | $3,574+216.1% | $4,869+132.1% |
| Participant deferral / active EE | $5,633 | $4,270+31.9% | $3,712+51.8% | $5,287+6.5% |
| Admin fee / account holder | $13,384 | $6,645+101.4% | $5,333+151.0% | $10,133+32.1% |