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 | $139,884 | $73,823+89.5% | $379,746-63.2% | $73,497+90.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 26.88% | 29.06%-2.2pp | 34.90%-8.0pp | 28.51%-1.6pp |
| Employer contribution / active EE | $5,654 | $2,472+128.7% | $3,540+59.7% | $2,270+149.1% |
| Participant deferral / active EE | $6,632 | $4,038+64.2% | $6,024+10.1% | $3,740+77.3% |
| Admin fee / account holder | $16,808 | $607+2668.7% | $7,927+112.0% | $513+3176.0% |