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 | $100,160 | $64,954+54.2% | $115,752-13.5% | $62,293+60.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 24.13% | 24.87%-0.7pp | 19.41%+4.7pp | 28.90%-4.8pp |
| Employer contribution / active EE | $6,503 | $2,344+177.5% | $3,492+86.2% | $2,042+218.4% |
| Participant deferral / active EE | $6,124 | $3,665+67.1% | $5,204+17.7% | $3,169+93.3% |
| Admin fee / account holder | $11,216 | $414+2612.0% | $6,278+78.7% | $479+2240.0% |