Filed October 22, 2025 (most recent of 3 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 | $69,009 | $100,060-31.0% | $149,721-53.9% | $70,126-1.6% |
| Participation rate | 88.7% | 83.6%+5.2pp | 87.1%+1.7pp | 69.5%+19.2pp |
| Annual return | 18.98% | 27.46%-8.5pp | 1501.67%-1482.7pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,663 | $3,661-54.6% | $5,444-69.4% | $2,343-29.0% |
| Participant deferral / active EE | $2,612 | $4,982-47.6% | $6,568-60.2% | $3,332-21.6% |
| Admin fee / account holder | $3,635 | $8,285-56.1% | $11,282-67.8% | $4,645-21.8% |