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 | $177,321 | $103,038+72.1% | $90,324+96.3% | $152,909+16.0% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 22.93% | 95.25%-72.3pp | 78.15%-55.2pp | 345.46%-322.5pp |
| Employer contribution / active EE | $8,688 | $3,141+176.6% | $2,856+204.2% | $4,764+82.4% |
| Participant deferral / active EE | $6,708 | $4,282+56.7% | $3,885+72.7% | $5,851+14.6% |
| Admin fee / account holder | $1,908 | $6,177-69.1% | $5,356-64.4% | $11,601-83.6% |