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 | $109,022 | $54,370+100.5% | $82,763+31.7% | $68,490+59.2% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -16.33% | -13.67%-2.7pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,266 | $2,219+137.3% | $3,008+75.0% | $2,597+102.8% |
| Participant deferral / active EE | $6,202 | $3,247+91.0% | $4,395+41.1% | $4,028+54.0% |
| Admin fee / account holder | $7,646 | $4,398+73.8% | $5,325+43.6% | $5,403+41.5% |