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 | $112,475 | $70,366+59.8% | $66,674+68.7% | $138,895-19.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 17.83% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,842 | $2,765+75.1% | $2,620+84.8% | $4,194+15.5% |
| Participant deferral / active EE | $8,211 | $4,374+87.7% | $4,084+101.1% | $6,396+28.4% |
| Admin fee / account holder | $6,773 | $5,262+28.7% | $5,098+32.9% | $12,562-46.1% |