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 | $81,331-78.5% | $155,534-88.8% | $80,935-78.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.01% | 33.37%-17.4pp | 64.92%-48.9pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,279 | $3,105-58.8% | $4,675-72.6% | $2,757-53.6% |
| Participant deferral / active EE | $3,657 | $3,454+5.9% | $5,630-35.1% | $4,299-14.9% |
| Admin fee / account holder | $1,985 | $7,999-75.2% | $15,900-87.5% | $6,924-71.3% |