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 | $100,868+114.9% | $90,414+139.7% | $158,931+36.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 12.77% | 1724.58%-1711.8pp | 1293.19%-1280.4pp | 302.86%-290.1pp |
| Employer contribution / active EE | $8,532 | $3,689+131.3% | $3,262+161.5% | $4,761+79.2% |
| Participant deferral / active EE | $6,989 | $4,348+60.7% | $3,963+76.3% | $5,982+16.8% |
| Admin fee / account holder | $22,621 | $6,502+247.9% | $5,611+303.1% | $11,247+101.1% |