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 | $126,125 | $58,275+116.4% | $81,844+54.1% | $80,935+55.8% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.4%+24.7pp | 67.7%+29.4pp |
| Annual return | 12.58% | 41.82%-29.2pp | 778.87%-766.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $7,373 | $2,346+214.3% | $2,916+152.8% | $2,757+167.5% |
| Participant deferral / active EE | $7,480 | $3,285+127.7% | $4,323+73.0% | $4,299+74.0% |
| Admin fee / account holder | $24,722 | $4,749+420.6% | $7,355+236.1% | $6,924+257.0% |