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 | $359,481 | $80,983+343.9% | $96,544+272.4% | $75,177+378.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.84% | 27.05%-8.2pp | 25.88%-7.0pp | 160.75%-141.9pp |
| Employer contribution / active EE | $4,181 | $2,282+83.2% | $2,966+40.9% | $2,671+56.5% |
| Participant deferral / active EE | $9,017 | $3,929+129.5% | $4,851+85.9% | $4,126+118.5% |
| Admin fee / account holder | $4,046 | $6,717-39.8% | $8,254-51.0% | $5,651-28.4% |