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 | $166,520 | $82,130+102.8% | $453,569-63.3% | $79,391+109.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 21.37% | 345.31%-323.9pp | 64.43%-43.1pp | 116.88%-95.5pp |
| Employer contribution / active EE | $7,500 | $2,659+182.1% | $4,072+84.2% | $2,428+208.9% |
| Participant deferral / active EE | $7,728 | $4,314+79.1% | $6,211+24.4% | $4,046+91.0% |
| Admin fee / account holder | $9,968 | $531+1777.4% | $11,214-11.1% | $627+1491.0% |