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 | $159,978+59.0% | $147,041+73.0% | $145,978+74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.69% | 98.36%-80.7pp | 419.21%-401.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $9,759 | $5,288+84.6% | $4,935+97.8% | $4,662+109.3% |
| Participant deferral / active EE | $11,028 | $8,429+30.8% | $8,071+36.6% | $6,690+64.8% |
| Admin fee / account holder | $5,879 | $15,053-60.9% | $13,006-54.8% | $13,400-56.1% |