Filed October 29, 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 | $86,437 | $49,177+75.8% | $79,467+8.8% | $64,173+34.7% |
| Participation rate | 95.7% | 65.0%+30.6pp | 73.3%+22.3pp | 69.6%+26.1pp |
| Annual return | -3.26% | -1.16%-2.1pp | 718.30%-721.6pp | 7.63%-10.9pp |
| Employer contribution / active EE | $4,403 | $2,076+112.1% | $2,800+57.2% | $2,381+84.9% |
| Participant deferral / active EE | $3,152 | $2,821+11.7% | $3,704-14.9% | $3,470-9.2% |
| Admin fee / account holder | $14,007 | $3,839+264.9% | $5,104+174.4% | $4,887+186.6% |