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 | $102,978+72.2% | $90,287+96.4% | $152,870+16.0% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 22.93% | 95.17%-72.2pp | 78.10%-55.2pp | 345.34%-322.4pp |
| Employer contribution / active EE | $8,688 | $3,139+176.8% | $2,855+204.3% | $4,763+82.4% |
| Participant deferral / active EE | $6,708 | $4,281+56.7% | $3,885+72.7% | $5,850+14.7% |
| Admin fee / account holder | $1,908 | $6,171-69.1% | $5,351-64.3% | $11,597-83.5% |