Filed October 22, 2025 (most recent of 5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,497 | $55,453+377.0% | $170,435+55.2% | $62,293+324.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.19% | 21.38%-11.2pp | 205.94%-195.8pp | 28.90%-18.7pp |
| Employer contribution / active EE | $13,194 | $2,164+509.8% | $5,432+142.9% | $2,042+546.0% |
| Participant deferral / active EE | $8,457 | $2,303+267.3% | $4,939+71.2% | $3,169+166.9% |
| Admin fee / account holder | $19,975 | $455+4289.6% | $13,881+43.9% | $479+4067.2% |