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 | $88,741 | $57,330+54.8% | $86,656+2.4% | $75,177+18.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.55% | 2675.40%-2659.9pp | 593.09%-577.5pp | 160.75%-145.2pp |
| Employer contribution / active EE | $5,602 | $2,316+141.8% | $3,025+85.1% | $2,671+109.7% |
| Participant deferral / active EE | $3,825 | $3,320+15.2% | $4,439-13.8% | $4,126-7.3% |
| Admin fee / account holder | $11,756 | $4,115+185.7% | $5,619+109.2% | $5,651+108.0% |