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 | $335,175 | $65,395+412.5% | $182,540+83.6% | $72,975+359.3% |
| Participation rate | 86.7% | 65.4%+21.2pp | 78.0%+8.7pp | 69.5%+17.2pp |
| Annual return | 18.90% | 27.68%-8.8pp | 148.58%-129.7pp | 81.01%-62.1pp |
| Employer contribution / active EE | $5,947 | $1,911+211.1% | $4,076+45.9% | $2,440+143.7% |
| Participant deferral / active EE | $9,148 | $3,563+156.8% | $5,525+65.6% | $3,608+153.6% |
| Admin fee / account holder | $26,827 | $4,245+532.0% | $8,593+212.2% | $5,124+423.5% |