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 | $100,610 | $76,401+31.7% | $106,387-5.4% | $64,173+56.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -6.74% | -2.19%-4.5pp | 0.25%-7.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,726 | $2,680+151.0% | $3,520+91.1% | $2,381+182.5% |
| Participant deferral / active EE | $6,446 | $4,274+50.8% | $5,421+18.9% | $3,470+85.8% |
| Admin fee / account holder | $3,896 | $4,610-15.5% | $7,510-48.1% | $4,887-20.3% |