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 | $133,432 | $60,139+121.9% | $90,461+47.5% | $79,856+67.1% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 15.70% | 71.96%-56.3pp | 1294.76%-1279.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $6,176 | $2,069+198.5% | $3,264+89.2% | $2,471+149.9% |
| Participant deferral / active EE | $6,518 | $2,939+121.8% | $3,964+64.4% | $3,741+74.2% |
| Admin fee / account holder | $3,687 | $3,978-7.3% | $5,617-34.4% | $5,306-30.5% |