Filed November 14, 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 | $301,056 | $81,233+270.6% | $155,567+93.5% | $80,874+272.3% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 15.27% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $404 | $3,101-87.0% | $4,674-91.4% | $2,756-85.3% |
| Participant deferral / active EE | $6,518 | $3,452+88.8% | $5,628+15.8% | $4,297+51.7% |
| Admin fee / account holder | $66,967 | $7,998+737.3% | $15,916+320.7% | $6,935+865.6% |