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 | $43,271 | $68,394-36.7% | $94,677-54.3% | $75,184-42.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 56.42% | 616.92%-560.5pp | 156.95%-100.5pp | 160.78%-104.4pp |
| Employer contribution / active EE | $6,530 | $2,701+141.8% | $3,673+77.8% | $2,671+144.4% |
| Participant deferral / active EE | $7,280 | $6,536+11.4% | $7,418-1.9% | $4,127+76.4% |
| Admin fee / account holder | $5,020 | $5,326-5.7% | $7,222-30.5% | $5,652-11.2% |