Filed August 13, 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 | $75,526 | $111,814-32.5% | $103,374-26.9% | $145,959-48.3% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 12.65% | 24.77%-12.1pp | 24.89%-12.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,642 | $4,214-37.3% | $3,869-31.7% | $4,661-43.3% |
| Participant deferral / active EE | $6,406 | $5,618+14.0% | $5,058+26.7% | $6,689-4.2% |
| Admin fee / account holder | $9,254 | $9,754-5.1% | $8,394+10.2% | $13,398-30.9% |