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 | $129,657 | $110,083+17.8% | $151,628-14.5% | $68,495+89.3% |
| Participation rate | 98.3% | 84.0%+14.4pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | 6.10% | -10.12%+16.2pp | 3.34%+2.8pp | -7.84%+13.9pp |
| Employer contribution / active EE | $5,818 | $4,470+30.1% | $6,165-5.6% | $2,596+124.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,620 | $7,718+115.4% | $11,613+43.1% | $5,403+207.6% |