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 | $97,212 | $123,793-21.5% | $177,848-45.3% | $79,856+21.7% |
| Participation rate | 98.1% | 84.7%+13.4pp | 87.7%+10.4pp | 69.6%+28.4pp |
| Annual return | 14.99% | 22.82%-7.8pp | 48.33%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,451 | $4,095-15.7% | $5,919-41.7% | $2,471+39.7% |
| Participant deferral / active EE | $5,000 | $5,956-16.1% | $7,714-35.2% | $3,741+33.7% |
| Admin fee / account holder | $2,332 | $7,243-67.8% | $12,431-81.2% | $5,306-56.1% |