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 | $76,629 | $109,359-29.9% | $162,166-52.7% | $72,986+5.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.94% | 25.46%-2.5pp | 115.59%-92.7pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,760 | $3,907-55.0% | $5,614-68.7% | $2,440-27.9% |
| Participant deferral / active EE | $2,962 | $5,481-46.0% | $7,298-59.4% | $3,607-17.9% |
| Admin fee / account holder | $2,221 | $7,972-72.1% | $10,842-79.5% | $5,124-56.7% |