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 | $39,042 | $45,079-13.4% | $69,461-43.8% | $72,983-46.5% |
| Participation rate | 88.6% | 68.5%+20.1pp | 74.6%+14.0pp | 69.5%+19.1pp |
| Annual return | 20.88% | 22.65%-1.8pp | 28.97%-8.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,231 | $2,055+8.6% | $2,779-19.7% | $2,440-8.5% |
| Participant deferral / active EE | $5,444 | $2,603+109.2% | $3,536+54.0% | $3,608+50.9% |
| Admin fee / account holder | $3,746 | $3,056+22.6% | $3,840-2.4% | $5,124-26.9% |