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 | $117,225 | $54,763+114.1% | $90,324+29.8% | $72,976+60.6% |
| Participation rate | 72.5% | 65.2%+7.3pp | 73.3%-0.8pp | 69.5%+3.0pp |
| Annual return | 24.27% | 30.63%-6.4pp | 78.15%-53.9pp | 81.02%-56.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,006 | $2,887+177.3% | $3,885+106.0% | $3,608+121.9% |
| Admin fee / account holder | $1,163 | $3,973-70.7% | $5,356-78.3% | $5,124-77.3% |