Filed July 14, 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 | $187,237 | $79,633+135.1% | $93,786+99.6% | $68,490+173.4% |
| Participation rate | 97.2% | 75.4%+21.8pp | 81.0%+16.2pp | 67.9%+29.3pp |
| Annual return | -11.50% | -0.10%-11.4pp | -11.32%-0.2pp | -7.85%-3.6pp |
| Employer contribution / active EE | $11,388 | $3,665+210.7% | $4,328+163.1% | $2,597+338.5% |
| Participant deferral / active EE | $7,620 | $5,158+47.7% | $6,100+24.9% | $4,028+89.2% |
| Admin fee / account holder | $8,132 | $6,871+18.4% | $7,184+13.2% | $5,403+50.5% |