Filed September 29, 2025 (most recent of 4 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 | $86,080 | $54,380+58.3% | $68,509+25.6% | $59,633+44.3% |
| Participation rate | 94.4% | 70.2%+24.3pp | 74.7%+19.7pp | 68.7%+25.8pp |
| Annual return | 0.96% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,677 | $1,539+74.0% | $2,278+17.5% | $2,203+21.5% |
| Participant deferral / active EE | $5,902 | $2,643+123.3% | $3,382+74.5% | $3,192+84.9% |
| Admin fee / account holder | $1,569 | $3,885-59.6% | $5,275-70.3% | $4,297-63.5% |