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 | $246,716 | $103,038+139.4% | $90,324+173.1% | $152,909+61.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.85% | 95.25%-82.4pp | 78.15%-65.3pp | 345.46%-332.6pp |
| Employer contribution / active EE | $11,706 | $3,141+272.7% | $2,856+309.9% | $4,764+145.7% |
| Participant deferral / active EE | $14,231 | $4,282+232.4% | $3,885+266.3% | $5,851+143.2% |
| Admin fee / account holder | $1,533 | $6,177-75.2% | $5,356-71.4% | $11,601-86.8% |