Filed August 14, 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 | $34,845 | $56,894-38.8% | $84,753-58.9% | $62,881-44.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 16.66% | 6.30%+10.4pp | 22.78%-6.1pp | 20.14%-3.5pp |
| Employer contribution / active EE | $2,826 | $2,400+17.8% | $3,574-20.9% | $2,281+23.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $427 | $3,581-88.1% | $5,333-92.0% | $4,296-90.1% |