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 | $150,463 | $65,440+129.9% | $98,506+52.7% | $85,851+75.3% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 16.08% | 21.75%-5.7pp | 1494.92%-1478.8pp | 318.63%-302.6pp |
| Employer contribution / active EE | $6,584 | $2,169+203.6% | $2,961+122.4% | $2,565+156.7% |
| Participant deferral / active EE | $7,559 | $3,168+138.6% | $4,277+76.7% | $3,952+91.3% |
| Admin fee / account holder | $23,411 | $4,596+409.4% | $5,955+293.2% | $6,261+273.9% |