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 | $45,041-17.3% | $63,003-40.8% | $70,131-46.9% |
| Participation rate | 73.3% | 69.5%+3.8pp | 74.8%-1.5pp | 69.5%+3.8pp |
| Annual return | 17.64% | 18.76%-1.1pp | 87.59%-69.9pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,531 | $2,052-25.4% | $2,760-44.5% | $2,342-34.7% |
| Participant deferral / active EE | $4,703 | $2,465+90.8% | $3,329+41.3% | $3,332+41.2% |
| Admin fee / account holder | $7,668 | $2,836+170.4% | $3,600+113.0% | $4,645+65.1% |