Filed August 12, 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 | $82,632 | $81,262+1.7% | $155,602-46.9% | $80,911+2.1% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 20.37% | 33.34%-13.0pp | 64.81%-44.4pp | 35.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,321 | $3,451+141.1% | $5,629+47.8% | $4,297+93.6% |
| Admin fee / account holder | $1,099 | $7,992-86.3% | $15,923-93.1% | $6,935-84.2% |