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 | $106,412 | $63,809+66.8% | $81,353+30.8% | $80,935+31.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 17.36% | 16.37%+1.0pp | 24.82%-7.5pp | 35.66%-18.3pp |
| Employer contribution / active EE | $3,778 | $1,981+90.8% | $2,464+53.3% | $2,757+37.1% |
| Participant deferral / active EE | $3,956 | $3,093+27.9% | $3,885+1.8% | $4,299-8.0% |
| Admin fee / account holder | $12,264 | $5,686+115.7% | $5,766+112.7% | $6,924+77.1% |