Filed December 2, 2025 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,954 | $138,102+27.4% | $125,381+40.3% | $134,532+30.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.13% | 750.73%-770.9pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,508 | $5,245-33.1% | $4,815-27.1% | $4,741-26.0% |
| Participant deferral / active EE | $10,796 | $7,801+38.4% | $7,448+45.0% | $6,401+68.7% |
| Admin fee / account holder | $13,889 | $11,568+20.1% | $10,007+38.8% | $11,429+21.5% |