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 | $99,724 | $45,041+121.4% | $63,003+58.3% | $70,131+42.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.09% | 18.76%-2.7pp | 87.59%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,394 | $2,052+162.9% | $2,760+95.4% | $2,342+130.3% |
| Participant deferral / active EE | $6,092 | $2,465+147.1% | $3,329+83.0% | $3,332+82.8% |
| Admin fee / account holder | $11,619 | $2,836+309.7% | $3,600+222.7% | $4,645+150.1% |