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 | $445,068 | $70,684+529.7% | $169,390+162.7% | $75,173+492.1% |
| Participation rate | 90.0% | 64.8%+25.2pp | 77.2%+12.8pp | 67.2%+22.8pp |
| Annual return | 14.47% | 36.38%-21.9pp | 406.07%-391.6pp | 160.72%-146.2pp |
| Employer contribution / active EE | $7,383 | $2,211+233.9% | $4,013+84.0% | $2,671+176.4% |
| Participant deferral / active EE | $11,857 | $4,310+175.1% | $6,222+90.5% | $4,126+187.3% |
| Admin fee / account holder | $14,445 | $5,404+167.3% | $9,015+60.2% | $5,651+155.6% |