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 | $84,883 | $61,660+37.7% | $80,022+6.1% | $64,173+32.3% |
| Participation rate | 90.6% | 71.7%+18.9pp | 75.8%+14.7pp | 69.6%+21.0pp |
| Annual return | -7.08% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,752 | $1,810+52.0% | $2,468+11.5% | $2,381+15.6% |
| Participant deferral / active EE | $5,513 | $2,968+85.8% | $3,686+49.6% | $3,470+58.9% |
| Admin fee / account holder | $1,709 | $5,417-68.5% | $6,521-73.8% | $4,887-65.0% |