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 | $211,140 | $96,691+118.4% | $86,656+143.7% | $139,487+51.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 20.78% | 106.87%-86.1pp | 593.09%-572.3pp | 373.84%-353.1pp |
| Employer contribution / active EE | $6,707 | $3,267+105.3% | $3,025+121.7% | $4,755+41.1% |
| Participant deferral / active EE | $9,611 | $4,838+98.7% | $4,439+116.5% | $6,713+43.2% |
| Admin fee / account holder | $38,812 | $6,414+505.1% | $5,619+590.8% | $11,407+240.2% |