Filed December 1, 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 | $17,455 | $81,262-78.5% | $155,602-88.8% | $80,911-78.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.01% | 33.34%-17.3pp | 64.81%-48.8pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,279 | $3,102-58.8% | $4,675-72.6% | $2,756-53.6% |
| Participant deferral / active EE | $3,657 | $3,451+6.0% | $5,629-35.0% | $4,297-14.9% |
| Admin fee / account holder | $1,985 | $7,992-75.2% | $15,923-87.5% | $6,935-71.4% |