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 | $43,869 | $180,459-75.7% | $154,108-71.5% | $135,380-67.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.37% | 888.21%-888.6pp | 735.21%-735.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,570 | $5,806+168.2% | $5,081+206.5% | $5,609+177.6% |
| Admin fee / account holder | $8,627 | $16,145-46.6% | $13,411-35.7% | $10,828-20.3% |