Filed March 13, 2025 (most recent of 2 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 | $276,802 | $100,279+176.0% | $81,353+240.2% | $145,884+89.7% |
| Participation rate | 95.8% | 74.3%+21.6pp | 69.5%+26.3pp | 80.3%+15.5pp |
| Annual return | 20.11% | 34.49%-14.4pp | 24.82%-4.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $18,283 | $2,979+513.7% | $2,464+642.0% | $4,662+292.1% |
| Participant deferral / active EE | $15,200 | $4,611+229.7% | $3,885+291.3% | $6,690+127.2% |
| Admin fee / account holder | $8,899 | $8,206+8.4% | $5,766+54.3% | $13,392-33.6% |