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 | $197,755 | $52,306+278.1% | $69,779+183.4% | $62,881+214.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.29% | 13.35%-6.1pp | 12.99%-5.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,964 | $1,799+120.3% | $2,338+69.5% | $2,281+73.8% |
| Participant deferral / active EE | $4,611 | $2,395+92.5% | $2,931+57.3% | $3,203+43.9% |
| Admin fee / account holder | $3,912 | $3,691+6.0% | $4,381-10.7% | $4,296-8.9% |