Filed December 27, 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 | $37,271 | $45,050-17.3% | $63,018-40.9% | $70,126-46.9% |
| Participation rate | 73.3% | 69.5%+3.8pp | 74.8%-1.5pp | 69.5%+3.8pp |
| Annual return | 17.64% | 18.76%-1.1pp | 87.62%-70.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,531 | $2,052-25.4% | $2,761-44.6% | $2,343-34.7% |
| Participant deferral / active EE | $4,703 | $2,466+90.8% | $3,330+41.3% | $3,332+41.2% |
| Admin fee / account holder | $7,668 | $2,834+170.6% | $3,601+113.0% | $4,645+65.1% |