Filed August 15, 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 | $65,627 | $138,385-52.6% | $184,243-64.4% | $80,925-18.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.40% | 20.02%-6.6pp | 28.82%-15.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,466 | $4,851-28.5% | $6,427-46.1% | $2,756+25.8% |
| Participant deferral / active EE | $5,230 | $7,075-26.1% | $9,132-42.7% | $4,299+21.7% |
| Admin fee / account holder | $4,904 | $10,489-53.2% | $13,914-64.8% | $6,940-29.3% |