Filed August 13, 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 | $255,341 | $208,088+22.7% | $186,193+37.1% | $154,746+65.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.53% | 89.97%-74.4pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $10,742 | $4,340+147.5% | $3,918+174.2% | $4,379+145.3% |
| Participant deferral / active EE | $10,458 | $7,078+47.8% | $6,513+60.6% | $6,730+55.4% |
| Admin fee / account holder | $22,449 | $11,698+91.9% | $11,058+103.0% | $14,365+56.3% |