Filed September 25, 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 | $61,520 | $45,043+36.6% | $63,005-2.4% | $70,124-12.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.06% | 18.76%-3.7pp | 87.59%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $662 | $2,052-67.8% | $2,760-76.0% | $2,342-71.8% |
| Participant deferral / active EE | $3,733 | $2,466+51.4% | $3,329+12.1% | $3,332+12.0% |
| Admin fee / account holder | $2,828 | $2,833-0.2% | $3,599-21.4% | $4,645-39.1% |