Filed July 16, 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 | $83,127 | $88,778-6.4% | $81,844+1.6% | $145,884-43.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.22% | 1033.03%-1020.8pp | 778.87%-766.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $5,268 | $3,087+70.7% | $2,916+80.6% | $4,662+13.0% |
| Participant deferral / active EE | $8,246 | $4,648+77.4% | $4,323+90.7% | $6,690+23.3% |
| Admin fee / account holder | $8,369 | $8,430-0.7% | $7,355+13.8% | $13,392-37.5% |