Filed December 15, 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 | $81,568 | $45,152+80.7% | $73,843+10.5% | $59,632+36.8% |
| Participation rate | 91.1% | 64.0%+27.1pp | 73.4%+17.7pp | 68.7%+22.4pp |
| Annual return | -1.47% | 27.40%-28.9pp | 2267.91%-2269.4pp | 2041.32%-2042.8pp |
| Employer contribution / active EE | $4,927 | $1,902+159.1% | $2,787+76.8% | $2,203+123.7% |
| Participant deferral / active EE | $5,680 | $2,574+120.7% | $3,583+58.5% | $3,192+78.0% |
| Admin fee / account holder | $6,620 | $3,516+88.3% | $4,880+35.6% | $4,297+54.0% |