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 | $296,033 | $62,672+372.4% | $185,117+59.9% | $70,126+322.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.30% | 40.79%-25.5pp | 40.50%-25.2pp | 73.15%-57.8pp |
| Employer contribution / active EE | $6,659 | $1,753+279.8% | $4,182+59.2% | $2,343+184.2% |
| Participant deferral / active EE | $11,032 | $3,272+237.2% | $5,045+118.7% | $3,332+231.1% |
| Admin fee / account holder | $23,620 | $3,932+500.8% | $8,159+189.5% | $4,645+408.5% |