Filed February 12, 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 | $252,935 | $209,336+20.8% | $197,124+28.3% | $137,256+84.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.76% | 48.09%-27.3pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $10,183 | $6,591+54.5% | $6,227+63.5% | $4,156+145.0% |
| Participant deferral / active EE | $12,773 | $9,614+32.9% | $9,135+39.8% | $6,407+99.4% |
| Admin fee / account holder | $13,214 | $17,308-23.7% | $16,298-18.9% | $12,270+7.7% |