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 | $114,697 | $67,411+70.1% | $91,004+26.0% | $70,126+63.6% |
| Participation rate | 89.5% | 71.4%+18.1pp | 75.6%+13.9pp | 69.5%+19.9pp |
| Annual return | 16.68% | -40.16%+56.8pp | 4.60%+12.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,991 | $1,786+67.5% | $2,456+21.8% | $2,343+27.7% |
| Participant deferral / active EE | $6,534 | $2,823+131.5% | $3,548+84.2% | $3,332+96.1% |
| Admin fee / account holder | $3,403 | $4,236-19.7% | $5,417-37.2% | $4,645-26.8% |