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 | $145,431-21.7% | $211,142-46.1% | $87,485+30.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 20.71% | 27.21%-6.5pp | 46.84%-26.1pp | 26.06%-5.3pp |
| Employer contribution / active EE | $6,391 | $4,662+37.1% | $6,442-0.8% | $2,596+146.2% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,024 | $17,052-58.8% | $19,076-63.2% | $7,775-9.7% |