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 | $119,885 | $75,720+58.3% | $90,312+32.7% | $86,983+37.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 11.63% | 18.55%-6.9pp | 18.90%-7.3pp | 25.83%-14.2pp |
| Employer contribution / active EE | $4,313 | $1,945+121.7% | $2,243+92.3% | $2,584+66.9% |
| Participant deferral / active EE | $4,631 | $3,001+54.3% | $3,749+23.5% | $4,194+10.4% |
| Admin fee / account holder | $6,386 | $6,201+3.0% | $8,248-22.6% | $7,856-18.7% |