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 | $148,953 | $68,681+116.9% | $86,625+72.0% | $85,851+73.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 19.10% | 20.12%-1.0pp | 63.52%-44.4pp | 318.63%-299.5pp |
| Employer contribution / active EE | $3,966 | $1,880+110.9% | $2,496+58.9% | $2,565+54.6% |
| Participant deferral / active EE | $5,554 | $2,919+90.3% | $3,700+50.1% | $3,952+40.5% |
| Admin fee / account holder | $46,124 | $5,974+672.0% | $5,830+691.1% | $6,261+636.7% |