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 | $225,673+13.1% | $203,872+25.2% | $155,188+64.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.53% | 95.91%-80.4pp | 85.11%-69.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $10,742 | $4,099+162.1% | $3,757+185.9% | $4,248+152.9% |
| Participant deferral / active EE | $10,458 | $6,893+51.7% | $6,388+63.7% | $6,531+60.1% |
| Admin fee / account holder | $22,449 | $12,327+82.1% | $11,730+91.4% | $14,480+55.0% |