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 | $78,013+599.3% | $178,449+205.7% | $80,911+574.3% |
| Participation rate | 87.1% | 65.7%+21.4pp | 77.1%+10.0pp | 67.6%+19.4pp |
| Annual return | 16.01% | 18.07%-2.1pp | 27.09%-11.1pp | 35.63%-19.6pp |
| Employer contribution / active EE | $7,243 | $2,287+216.7% | $3,951+83.3% | $2,756+162.8% |
| Participant deferral / active EE | $12,118 | $4,408+174.9% | $6,277+93.1% | $4,297+182.0% |
| Admin fee / account holder | $8,027 | $7,166+12.0% | $10,362-22.5% | $6,935+15.8% |