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 | $69,042 | $94,529-27.0% | $140,019-50.7% | $64,173+7.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.83% | 7.77%-10.6pp | 651.17%-654.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,972 | $3,812-48.3% | $5,605-64.8% | $2,381-17.2% |
| Participant deferral / active EE | $3,386 | $5,250-35.5% | $6,927-51.1% | $3,470-2.4% |
| Admin fee / account holder | $7,313 | $6,741+8.5% | $10,705-31.7% | $4,887+49.6% |