Filed July 20, 2026 (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 | $92,957 | $39,126+137.6% | $57,181+62.6% | $62,891+47.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.41% | 9.24%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,217 | $1,874+178.3% | $2,682+94.5% | $2,281+128.7% |
| Participant deferral / active EE | $5,760 | $2,374+142.6% | $3,096+86.1% | $3,203+79.8% |
| Admin fee / account holder | $2,427 | $2,593-6.4% | $3,139-22.7% | $4,296-43.5% |