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 | $188,371 | $148,623+26.7% | $135,974+38.5% | $139,466+35.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.67% | 79.30%-57.6pp | 68.30%-46.6pp | 373.66%-352.0pp |
| Employer contribution / active EE | $8,392 | $5,246+60.0% | $4,859+72.7% | $4,754+76.5% |
| Participant deferral / active EE | $11,100 | $8,103+37.0% | $7,760+43.0% | $6,712+65.4% |
| Admin fee / account holder | $15,042 | $12,406+21.3% | $10,767+39.7% | $11,409+31.9% |