Filed November 18, 2025 (most recent of 3 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 | $139,796 | $58,234+140.1% | $81,783+70.9% | $80,874+72.9% |
| Participation rate | 76.6% | 63.4%+13.2pp | 72.4%+4.2pp | 67.6%+8.9pp |
| Annual return | 14.43% | 41.70%-27.3pp | 775.05%-760.6pp | 35.62%-21.2pp |
| Employer contribution / active EE | $10,985 | $2,341+369.2% | $2,913+277.2% | $2,756+298.6% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,741 | $4,982+216.0% | $7,380+113.3% | $6,935+127.0% |