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 | $88,246 | $48,078+83.5% | $78,676+12.2% | $62,881+40.3% |
| Participation rate | 87.0% | 65.2%+21.8pp | 73.6%+13.4pp | 69.3%+17.7pp |
| Annual return | 6.21% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,005 | $2,015+148.4% | $2,850+75.6% | $2,281+119.4% |
| Participant deferral / active EE | $6,705 | $2,587+159.2% | $3,517+90.7% | $3,203+109.3% |
| Admin fee / account holder | $3,472 | $3,206+8.3% | $4,510-23.0% | $4,296-19.2% |