Filed September 9, 2025 (most recent of 2 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 | $258,980 | $88,815+191.6% | $81,882+216.3% | $145,897+77.5% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 13.75% | 1033.75%-1020.0pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $9,790 | $3,086+217.2% | $2,916+235.7% | $4,663+110.0% |
| Participant deferral / active EE | $9,016 | $4,647+94.0% | $4,323+108.6% | $6,689+34.8% |
| Admin fee / account holder | $2,942 | $8,434-65.1% | $7,360-60.0% | $13,390-78.0% |