Filed December 12, 2025 (most recent of 3 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 | $69,660 | $77,492-10.1% | $100,398-30.6% | $80,911-13.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 28.89% | 37.23%-8.3pp | 49.32%-20.4pp | 35.63%-6.7pp |
| Employer contribution / active EE | $6,590 | $2,800+135.3% | $3,946+67.0% | $2,756+139.1% |
| Participant deferral / active EE | $7,726 | $6,817+13.3% | $8,084-4.4% | $4,297+79.8% |
| Admin fee / account holder | $2,030 | $5,892-65.5% | $7,893-74.3% | $6,935-70.7% |