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 | $61,584 | $77,920-21.0% | $149,723-58.9% | $75,177-18.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.83% | 31.72%-6.9pp | 134.50%-109.7pp | 160.75%-135.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,027 | $3,411+223.2% | $5,682+94.0% | $4,126+167.2% |
| Admin fee / account holder | $2,360 | $5,951-60.3% | $13,215-82.1% | $5,651-58.2% |