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 | $77,472-10.1% | $100,415-30.6% | $80,959-14.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 28.89% | 37.26%-8.4pp | 49.47%-20.6pp | 35.67%-6.8pp |
| Employer contribution / active EE | $6,590 | $2,800+135.3% | $3,943+67.1% | $2,757+139.0% |
| Participant deferral / active EE | $7,726 | $6,818+13.3% | $8,091-4.5% | $4,300+79.7% |
| Admin fee / account holder | $2,030 | $5,885-65.5% | $7,906-74.3% | $6,925-70.7% |