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 | $113,689 | $53,128+114.0% | $86,582+31.3% | $70,126+62.1% |
| Participation rate | 86.8% | 65.3%+21.5pp | 73.5%+13.2pp | 69.5%+17.3pp |
| Annual return | 24.83% | 27.66%-2.8pp | 965.08%-940.3pp | 73.15%-48.3pp |
| Employer contribution / active EE | $5,196 | $2,068+151.3% | $2,839+83.0% | $2,343+121.8% |
| Participant deferral / active EE | $6,477 | $2,695+140.3% | $3,609+79.5% | $3,332+94.4% |
| Admin fee / account holder | $1,451 | $3,584-59.5% | $4,904-70.4% | $4,645-68.8% |