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 | $263,738 | $109,905+140.0% | $98,506+167.7% | $167,553+57.4% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 13.77% | 1960.20%-1946.4pp | 1494.92%-1481.2pp | 478.89%-465.1pp |
| Employer contribution / active EE | $8,613 | $3,226+167.0% | $2,961+190.9% | $4,840+78.0% |
| Participant deferral / active EE | $6,969 | $4,674+49.1% | $4,277+62.9% | $6,343+9.9% |
| Admin fee / account holder | $3,003 | $6,760-55.6% | $5,955-49.6% | $12,316-75.6% |