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 | $102,541 | $94,529+8.5% | $140,019-26.8% | $64,173+59.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.38% | 7.77%-2.4pp | 651.15%-645.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $4,000 | $3,812+4.9% | $5,605-28.6% | $2,381+68.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,357 | $6,741+9.1% | $10,705-31.3% | $4,887+50.5% |