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 | $77,460-10.1% | $100,378-30.6% | $80,925-13.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 28.89% | 37.24%-8.3pp | 49.41%-20.5pp | 35.65%-6.8pp |
| Employer contribution / active EE | $6,590 | $2,801+135.3% | $3,942+67.2% | $2,756+139.1% |
| Participant deferral / active EE | $7,726 | $6,818+13.3% | $8,087-4.5% | $4,299+79.7% |
| Admin fee / account holder | $2,030 | $5,887-65.5% | $7,899-74.3% | $6,940-70.7% |