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 | $58,462 | $53,128+10.0% | $86,581-32.5% | $70,124-16.6% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | 18.35% | 27.66%-9.3pp | 965.06%-946.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,613 | $2,068+26.4% | $2,840-8.0% | $2,342+11.6% |
| Participant deferral / active EE | $4,149 | $2,695+54.0% | $3,609+15.0% | $3,332+24.5% |
| Admin fee / account holder | $880 | $3,584-75.4% | $4,904-82.0% | $4,645-81.0% |