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 | $216,767 | $100,938+114.8% | $90,461+139.6% | $158,982+36.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 12.77% | 1727.20%-1714.4pp | 1294.76%-1282.0pp | 302.99%-290.2pp |
| Employer contribution / active EE | $8,532 | $3,691+131.1% | $3,264+161.4% | $4,763+79.1% |
| Participant deferral / active EE | $6,989 | $4,350+60.7% | $3,964+76.3% | $5,983+16.8% |
| Admin fee / account holder | $22,621 | $6,510+247.5% | $5,617+302.7% | $11,252+101.0% |