Filed September 26, 2025 (most recent of 4 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 | $89,272 | $72,114+23.8% | $108,745-17.9% | $62,881+42.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 9.33% | 13.41%-4.1pp | 46.22%-36.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $5,892 | $2,694+118.7% | $3,323+77.3% | $2,281+158.3% |
| Participant deferral / active EE | $6,564 | $4,044+62.3% | $5,121+28.2% | $3,203+104.9% |
| Admin fee / account holder | $3,890 | $4,608-15.6% | $6,144-36.7% | $4,296-9.4% |