Filed December 19, 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 | $545,552 | $78,015+599.3% | $178,505+205.6% | $80,959+573.9% |
| Participation rate | 87.1% | 65.7%+21.4pp | 77.1%+10.0pp | 67.7%+19.4pp |
| Annual return | 16.01% | 18.10%-2.1pp | 27.16%-11.1pp | 35.67%-19.7pp |
| Employer contribution / active EE | $7,243 | $2,281+217.5% | $3,955+83.1% | $2,757+162.7% |
| Participant deferral / active EE | $12,118 | $4,406+175.0% | $6,280+93.0% | $4,300+181.8% |
| Admin fee / account holder | $8,027 | $7,160+12.1% | $10,428-23.0% | $6,925+15.9% |