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 | $275,752-8.3% | $256,809-1.5% | $198,609+27.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.76% | 34.81%-14.1pp | 32.73%-12.0pp | 202.70%-181.9pp |
| Employer contribution / active EE | $10,183 | $7,721+31.9% | $7,263+40.2% | $5,055+101.4% |
| Participant deferral / active EE | $12,773 | $10,037+27.3% | $9,520+34.2% | $6,977+83.1% |
| Admin fee / account holder | $13,214 | $25,716-48.6% | $25,146-47.5% | $19,030-30.6% |