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 | $270,609 | $71,873+276.5% | $86,698+212.1% | $68,490+295.1% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -17.74% | 3.54%-21.3pp | 35.96%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,839 | $2,173+168.7% | $2,837+105.8% | $2,597+124.9% |
| Participant deferral / active EE | $7,543 | $3,779+99.6% | $4,656+62.0% | $4,028+87.3% |
| Admin fee / account holder | $11,978 | $6,110+96.0% | $7,492+59.9% | $5,403+121.7% |