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 | $115,098 | $54,763+110.2% | $90,324+27.4% | $72,976+57.7% |
| Participation rate | 84.7% | 65.2%+19.6pp | 73.3%+11.4pp | 69.5%+15.2pp |
| Annual return | 25.47% | 30.63%-5.2pp | 78.15%-52.7pp | 81.02%-55.5pp |
| Employer contribution / active EE | $4,120 | $2,093+96.8% | $2,856+44.3% | $2,440+68.8% |
| Participant deferral / active EE | $5,295 | $2,887+83.4% | $3,885+36.3% | $3,608+46.8% |
| Admin fee / account holder | $8,981 | $3,973+126.0% | $5,356+67.7% | $5,124+75.3% |