Filed October 14, 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 | $301,028 | $123,793+143.2% | $177,848+69.3% | $79,856+277.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.30% | 22.82%-3.5pp | 48.33%-29.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $9,945 | $4,095+142.8% | $5,919+68.0% | $2,471+302.4% |
| Participant deferral / active EE | $13,300 | $5,956+123.3% | $7,714+72.4% | $3,741+255.5% |
| Admin fee / account holder | $18,155 | $7,243+150.7% | $12,431+46.0% | $5,306+242.1% |