Filed July 15, 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 | $274,905 | $92,766+196.3% | $82,763+232.2% | $134,545+104.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.54% | 946.97%-945.4pp | 702.45%-700.9pp | 418.37%-416.8pp |
| Employer contribution / active EE | $10,760 | $3,273+228.8% | $3,008+257.7% | $4,742+126.9% |
| Participant deferral / active EE | $12,518 | $4,802+160.7% | $4,395+184.8% | $6,401+95.6% |
| Admin fee / account holder | $29,824 | $5,978+398.9% | $5,325+460.1% | $11,431+160.9% |