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 | $505,638 | $201,372+151.1% | $184,260+174.4% | $145,884+246.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.15% | 29.04%-17.9pp | 28.84%-17.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $10,595 | $7,024+50.8% | $6,427+64.8% | $4,662+127.2% |
| Participant deferral / active EE | $14,664 | $9,808+49.5% | $9,133+60.6% | $6,690+119.2% |
| Admin fee / account holder | $1,915 | $16,362-88.3% | $13,898-86.2% | $13,392-85.7% |