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 | $215,036 | $99,017+117.2% | $86,587+148.3% | $147,585+45.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.92% | 1312.37%-1297.4pp | 964.86%-949.9pp | 578.56%-563.6pp |
| Employer contribution / active EE | $9,331 | $3,132+197.9% | $2,839+228.6% | $4,876+91.3% |
| Participant deferral / active EE | $11,483 | $3,972+189.1% | $3,609+218.2% | $5,439+111.1% |
| Admin fee / account holder | $45,654 | $5,710+699.5% | $4,906+830.6% | $10,885+319.4% |