Filed October 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,417 | $124,330-65.9% | $109,173-61.1% | $167,536-74.7% |
| Participation rate | 92.9% | 79.5%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 15.55% | 26.04%-10.5pp | 25.75%-10.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $13,743 | $4,209+226.5% | $3,723+269.1% | $4,839+184.0% |
| Participant deferral / active EE | $10,077 | $5,256+91.7% | $4,654+116.5% | $6,342+58.9% |
| Admin fee / account holder | $2,380 | $7,974-70.2% | $6,755-64.8% | $12,315-80.7% |