Filed June 12, 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 | $49,632 | $48,076+3.2% | $78,693-36.9% | $62,891-21.1% |
| Participation rate | 78.0% | 65.2%+12.8pp | 73.6%+4.5pp | 69.3%+8.7pp |
| Annual return | 10.19% | 31.35%-21.2pp | 62.18%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,395 | $2,015+18.9% | $2,850-16.0% | $2,281+5.0% |
| Participant deferral / active EE | $3,789 | $2,588+46.4% | $3,517+7.7% | $3,203+18.3% |
| Admin fee / account holder | $7,215 | $3,207+125.0% | $4,511+60.0% | $4,296+68.0% |