Filed July 15, 2025 (most recent of 2 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 | $208,727 | $90,486+130.7% | $78,676+165.3% | $273,972-23.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.29% | 75.62%-68.3pp | 62.19%-54.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $8,809 | $3,175+177.4% | $2,850+209.1% | $4,869+80.9% |
| Participant deferral / active EE | $10,416 | $3,901+167.0% | $3,517+196.2% | $5,287+97.0% |
| Admin fee / account holder | $1,929 | $5,263-63.3% | $4,510-57.2% | $10,133-81.0% |