Filed July 17, 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 | $258,178 | $160,059+61.3% | $140,019+84.4% | $135,380+90.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.34% | 911.48%-914.8pp | 651.17%-654.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $10,356 | $6,420+61.3% | $5,605+84.8% | $4,779+116.7% |
| Participant deferral / active EE | $13,387 | $7,641+75.2% | $6,927+93.3% | $5,609+138.7% |
| Admin fee / account holder | $131,436 | $13,328+886.2% | $10,705+1127.8% | $10,828+1113.8% |