Filed May 6, 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 | $255,253 | $103,008+147.8% | $90,304+182.7% | $152,897+66.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.37% | 95.22%-74.8pp | 78.13%-57.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $8,820 | $3,139+180.9% | $2,855+208.9% | $4,764+85.2% |
| Participant deferral / active EE | $12,273 | $4,281+186.7% | $3,885+215.9% | $5,851+109.8% |
| Admin fee / account holder | $50,523 | $6,175+718.2% | $5,354+843.7% | $11,599+335.6% |