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 | $200,800 | $54,162+270.7% | $68,612+192.7% | $64,173+212.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.79% | -1.62%+15.4pp | -4.63%+18.4pp | 7.63%+6.2pp |
| Employer contribution / active EE | $3,586 | $1,846+94.3% | $2,625+36.6% | $2,381+50.6% |
| Participant deferral / active EE | $4,748 | $2,626+80.8% | $3,311+43.4% | $3,470+36.8% |
| Admin fee / account holder | $3,557 | $4,029-11.7% | $5,131-30.7% | $4,887-27.2% |