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 | $111,117 | $123,793-10.2% | $177,840-37.5% | $79,852+39.2% |
| Participation rate | 98.6% | 84.7%+13.9pp | 87.7%+10.9pp | 69.6%+28.9pp |
| Annual return | 13.79% | 22.82%-9.0pp | 48.32%-34.5pp | 31.72%-17.9pp |
| Employer contribution / active EE | $5,214 | $4,095+27.3% | $5,919-11.9% | $2,471+111.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,087 | $7,243+53.1% | $12,431-10.8% | $5,306+108.9% |