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 | $230,146 | $90,607+154.0% | $79,467+189.6% | $135,380+70.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.59% | 977.74%-981.3pp | 718.30%-721.9pp | 519.81%-523.4pp |
| Employer contribution / active EE | $9,984 | $3,068+225.5% | $2,800+256.5% | $4,779+108.9% |
| Participant deferral / active EE | $12,853 | $4,050+217.3% | $3,704+247.0% | $5,609+129.1% |
| Admin fee / account holder | $1,779 | $5,895-69.8% | $5,104-65.1% | $10,828-83.6% |