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 | $86,949+383.4% | $102,460+310.2% | $80,959+419.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.57% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,568 | $2,370+92.8% | $3,025+51.0% | $2,757+65.7% |
| Participant deferral / active EE | $9,612 | $4,121+133.2% | $5,056+90.1% | $4,300+123.5% |
| Admin fee / account holder | $12,105 | $8,048+50.4% | $9,460+28.0% | $6,925+74.8% |