Filed July 17, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $351,453 | $197,594+77.9% | $177,822+97.6% | $158,931+121.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.49% | 58.76%-51.3pp | 48.32%-40.8pp | 302.86%-295.4pp |
| Employer contribution / active EE | $10,470 | $6,697+56.3% | $5,918+76.9% | $4,761+119.9% |
| Participant deferral / active EE | $12,670 | $8,405+50.7% | $7,714+64.2% | $5,982+111.8% |
| Admin fee / account holder | $29,287 | $15,400+90.2% | $12,428+135.7% | $11,247+160.4% |