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 | $58,258+140.0% | $81,820+70.9% | $80,925+72.7% |
| Participation rate | 76.6% | 63.5%+13.1pp | 72.4%+4.2pp | 67.7%+8.9pp |
| Annual return | 14.43% | 41.76%-27.3pp | 777.93%-763.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $10,985 | $2,345+368.4% | $2,915+276.9% | $2,756+298.6% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,741 | $4,976+216.3% | $7,391+113.0% | $6,940+126.8% |