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 | $334,629 | $184,000+81.9% | $162,185+106.3% | $152,909+118.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.95% | 150.80%-128.8pp | 115.61%-93.7pp | 345.46%-323.5pp |
| Employer contribution / active EE | $10,546 | $6,370+65.6% | $5,613+87.9% | $4,764+121.4% |
| Participant deferral / active EE | $12,527 | $8,033+56.0% | $7,297+71.7% | $5,851+114.1% |
| Admin fee / account holder | $1,049 | $13,124-92.0% | $10,844-90.3% | $11,601-91.0% |