Filed December 8, 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 | $20,829 | $96,630-78.4% | $86,605-76.0% | $139,427-85.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.85% | 106.48%-92.6pp | 591.39%-577.5pp | 373.27%-359.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,567 | $4,836-5.6% | $4,438+2.9% | $6,711-31.9% |
| Admin fee / account holder | $1,219 | $6,405-81.0% | $5,611-78.3% | $11,404-89.3% |