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 | $112,342 | $53,546+109.8% | $69,890+60.7% | $68,490+64.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.83% | -13.87%-4.0pp | 190.84%-208.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $4,593 | $2,019+127.5% | $2,560+79.4% | $2,597+76.9% |
| Participant deferral / active EE | $4,964 | $2,957+67.9% | $3,848+29.0% | $4,028+23.3% |
| Admin fee / account holder | $25,369 | $4,693+440.6% | $6,267+304.8% | $5,403+369.5% |