Filed November 26, 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 | $363,511 | $155,555+133.7% | $146,866+147.5% | $155,188+134.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.62% | 115.41%-102.8pp | 102.85%-90.2pp | 148.84%-136.2pp |
| Employer contribution / active EE | $11,148 | $4,647+139.9% | $4,425+152.0% | $4,248+162.5% |
| Participant deferral / active EE | $16,996 | $8,044+111.3% | $7,759+119.0% | $6,531+160.2% |
| Admin fee / account holder | $44,504 | $14,755+201.6% | $13,620+226.8% | $14,480+207.4% |