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 | $358,141 | $138,366+158.8% | $184,185+94.4% | $80,911+342.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.78% | 20.02%-6.2pp | 28.81%-15.0pp | 35.63%-21.8pp |
| Employer contribution / active EE | $14,426 | $4,849+197.5% | $6,426+124.5% | $2,756+423.5% |
| Participant deferral / active EE | $12,479 | $7,074+76.4% | $9,132+36.7% | $4,297+190.4% |
| Admin fee / account holder | $23,053 | $10,484+119.9% | $13,909+65.7% | $6,935+232.4% |