Filed August 11, 2025 (most recent of 2 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 | $196,613 | $63,768+208.3% | $98,477+99.7% | $79,393+147.6% |
| Participation rate | 76.2% | 69.9%+6.4pp | 73.3%+2.9pp | 70.7%+5.5pp |
| Annual return | 13.53% | 626.18%-612.6pp | 1493.59%-1480.1pp | 116.87%-103.3pp |
| Employer contribution / active EE | $4,975 | $2,558+94.5% | $2,961+68.0% | $2,428+104.9% |
| Participant deferral / active EE | $5,044 | $3,305+52.6% | $4,276+18.0% | $4,046+24.7% |
| Admin fee / account holder | $20,329 | $516+3841.7% | $5,951+241.6% | $627+3144.8% |