Filed September 9, 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 | $131,727 | $90,607+45.4% | $79,467+65.8% | $135,380-2.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.34% | 977.74%-986.1pp | 718.30%-726.6pp | 519.81%-528.1pp |
| Employer contribution / active EE | $9,043 | $3,068+194.8% | $2,800+222.9% | $4,779+89.2% |
| Participant deferral / active EE | $4,885 | $4,050+20.6% | $3,704+31.9% | $5,609-12.9% |
| Admin fee / account holder | $1,661 | $5,895-71.8% | $5,104-67.5% | $10,828-84.7% |