Filed June 25, 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 | $50,990 | $92,743-45.0% | $82,744-38.4% | $134,532-62.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -13.47% | 946.63%-960.1pp | 702.22%-715.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,726 | $3,273-47.3% | $3,008-42.6% | $4,741-63.6% |
| Participant deferral / active EE | $5,297 | $4,802+10.3% | $4,395+20.5% | $6,401-17.2% |
| Admin fee / account holder | $7,475 | $5,977+25.1% | $5,325+40.4% | $11,429-34.6% |