Filed May 19, 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 | $113,818 | $149,446-23.8% | $256,809-55.7% | $94,015+21.1% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 20.71% | 17.55%+3.2pp | 32.73%-12.0pp | 17.84%+2.9pp |
| Employer contribution / active EE | $6,391 | $4,596+39.1% | $7,263-12.0% | $2,790+129.1% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,024 | $24,035-70.8% | $25,146-72.1% | $8,951-21.5% |