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 | $361,795 | $167,533+116.0% | $151,645+138.6% | $134,545+168.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.99% | 7.81%-24.8pp | 3.34%-20.3pp | 418.37%-435.4pp |
| Employer contribution / active EE | $7,827 | $6,828+14.6% | $6,165+27.0% | $4,742+65.1% |
| Participant deferral / active EE | $12,416 | $8,985+38.2% | $8,363+48.5% | $6,401+94.0% |
| Admin fee / account holder | $1,470 | $13,781-89.3% | $11,614-87.3% | $11,431-87.1% |