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 | $90,979 | $60,139+51.3% | $90,461+0.6% | $79,856+13.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.80% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,559 | $2,069+120.4% | $3,264+39.7% | $2,471+84.5% |
| Participant deferral / active EE | $3,194 | $2,939+8.7% | $3,964-19.4% | $3,741-14.6% |
| Admin fee / account holder | $15,013 | $3,978+277.4% | $5,617+167.3% | $5,306+182.9% |