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 | $361,738 | $69,012+424.2% | $160,009+126.1% | $68,486+428.2% |
| Participation rate | 90.3% | 65.4%+24.9pp | 78.0%+12.3pp | 67.9%+22.4pp |
| Annual return | -13.66% | -9.65%-4.0pp | 408.85%-422.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $6,277 | $2,212+183.7% | $4,225+48.6% | $2,597+141.7% |
| Participant deferral / active EE | $10,493 | $4,212+149.1% | $6,183+69.7% | $4,028+160.5% |
| Admin fee / account holder | $22,148 | $4,798+361.6% | $8,715+154.1% | $5,404+309.9% |