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 | $50,423 | $133,998-62.4% | $112,263-55.1% | $134,545-62.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -19.50% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $12,398 | $4,040+206.9% | $3,636+241.0% | $4,742+161.5% |
| Participant deferral / active EE | $8,026 | $5,292+51.7% | $4,729+69.7% | $6,401+25.4% |
| Admin fee / account holder | $949 | $7,493-87.3% | $6,410-85.2% | $11,431-91.7% |