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 | $119,732 | $54,357+120.3% | $82,706+44.8% | $68,495+74.8% |
| Participation rate | 84.4% | 63.9%+20.5pp | 72.6%+11.8pp | 67.9%+16.5pp |
| Annual return | -18.71% | -13.67%-5.0pp | 701.76%-720.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $11,828 | $2,218+433.2% | $3,007+293.3% | $2,596+355.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $71,650 | $4,396+1529.8% | $5,329+1244.6% | $5,403+1226.0% |