Filed September 29, 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 | $415,999 | $81,504+410.4% | $102,437+306.1% | $80,959+413.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 26.54% | 25.60%+0.9pp | 24.95%+1.6pp | 35.67%-9.1pp |
| Employer contribution / active EE | $23,899 | $3,104+670.0% | $3,871+517.4% | $2,757+766.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $17,918 | $6,719+166.7% | $8,388+113.6% | $6,925+158.7% |