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 | $435,423 | $185,905+134.2% | $170,057+156.0% | $139,487+212.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.81% | 60.56%-46.7pp | 53.42%-39.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $13,046 | $7,597+71.7% | $6,790+92.1% | $4,755+174.4% |
| Participant deferral / active EE | $14,547 | $11,627+25.1% | $10,411+39.7% | $6,713+116.7% |
| Admin fee / account holder | $1,384 | $15,397-91.0% | $12,826-89.2% | $11,407-87.9% |