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 | $353,569 | $73,978+377.9% | $96,515+266.3% | $75,173+370.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 45.37% | 26.72%+18.6pp | 35.73%+9.6pp | 160.72%-115.4pp |
| Employer contribution / active EE | $20,904 | $2,931+613.3% | $3,740+459.0% | $2,671+682.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,841 | $5,219+184.4% | $6,735+120.3% | $5,651+162.6% |