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 | $81,331+1.6% | $155,534-46.9% | $80,935+2.1% |
| Participation rate | 81.8% | 66.3%+15.6pp | 78.2%+3.6pp | 67.7%+14.2pp |
| Annual return | 20.37% | 33.37%-13.0pp | 64.92%-44.5pp | 35.66%-15.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,321 | $3,454+140.9% | $5,630+47.8% | $4,299+93.5% |
| Admin fee / account holder | $1,099 | $7,999-86.3% | $15,900-93.1% | $6,924-84.1% |