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 | $81,276+270.4% | $155,574+93.5% | $80,925+272.0% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 15.27% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $404 | $3,103-87.0% | $4,676-91.4% | $2,756-85.3% |
| Participant deferral / active EE | $6,518 | $3,453+88.8% | $5,629+15.8% | $4,299+51.6% |
| Admin fee / account holder | $66,967 | $7,993+737.8% | $15,914+320.8% | $6,940+864.9% |