Filed May 6, 2025 (most recent of 3 filings on file)
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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 | $420,307 | $86,922+383.5% | $102,438+310.3% | $80,874+419.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.57% | 18.90%-6.3pp | 29.37%-16.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,568 | $2,369+92.8% | $3,024+51.1% | $2,756+65.8% |
| Participant deferral / active EE | $9,612 | $4,119+133.4% | $5,054+90.2% | $4,297+123.7% |
| Admin fee / account holder | $12,105 | $8,050+50.4% | $9,448+28.1% | $6,935+74.5% |