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 | $81,358+270.0% | $155,556+93.5% | $80,959+271.9% |
| Participation rate | 97.6% | 66.3%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 15.27% | 33.39%-18.1pp | 64.84%-49.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $404 | $3,106-87.0% | $4,675-91.4% | $2,757-85.3% |
| Participant deferral / active EE | $6,518 | $3,455+88.6% | $5,631+15.8% | $4,300+51.6% |
| Admin fee / account holder | $66,967 | $7,994+737.8% | $15,885+321.6% | $6,925+867.0% |