Filed March 30, 2026 (most recent of 3 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 | $75,216 | $100,060-24.8% | $149,721-49.8% | $70,126+7.3% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 82.04% | 27.46%+54.6pp | 1501.67%-1419.6pp | 73.15%+8.9pp |
| Employer contribution / active EE | $2,690 | $3,661-26.5% | $5,444-50.6% | $2,343+14.8% |
| Participant deferral / active EE | $2,554 | $4,982-48.7% | $6,568-61.1% | $3,332-23.3% |
| Admin fee / account holder | $16,857 | $8,285+103.5% | $11,282+49.4% | $4,645+262.9% |