Filed December 2, 2025 (most recent of 3 filings on file)
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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 | $254,319 | $160,070+58.9% | $147,117+72.9% | $145,897+74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.69% | 98.69%-81.0pp | 420.54%-402.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $9,759 | $5,285+84.7% | $4,932+97.9% | $4,663+109.3% |
| Participant deferral / active EE | $11,028 | $8,419+31.0% | $8,065+36.7% | $6,689+64.9% |
| Admin fee / account holder | $5,879 | $15,035-60.9% | $12,993-54.8% | $13,390-56.1% |