Filed March 17, 2026 (most recent of 2 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 | $119,885 | $86,330+38.9% | $121,871-1.6% | $94,015+27.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 11.63% | 14.95%-3.3pp | 13.57%-1.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $4,313 | $2,292+88.2% | $2,731+57.9% | $2,790+54.6% |
| Participant deferral / active EE | $4,631 | $3,146+47.2% | $4,318+7.2% | $4,249+9.0% |
| Admin fee / account holder | $6,386 | $7,346-13.1% | $11,551-44.7% | $8,951-28.7% |