Filed October 10, 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 | $393,474 | $133,981+193.7% | $112,249+250.5% | $134,532+192.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.26% | 47.16%-66.4pp | 27.48%-46.7pp | 418.27%-437.5pp |
| Employer contribution / active EE | $33,529 | $4,040+730.0% | $3,636+822.1% | $4,741+607.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,836 | $7,492-75.5% | $6,412-71.4% | $11,429-83.9% |