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 | $40,479 | $103,038-60.7% | $90,324-55.2% | $152,909-73.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.42% | 95.25%-78.8pp | 78.15%-61.7pp | 345.46%-329.0pp |
| Employer contribution / active EE | $1,457 | $3,141-53.6% | $2,856-49.0% | $4,764-69.4% |
| Participant deferral / active EE | $6,098 | $4,282+42.4% | $3,885+57.0% | $5,851+4.2% |
| Admin fee / account holder | $3,170 | $6,177-48.7% | $5,356-40.8% | $11,601-72.7% |