Filed March 10, 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 | $41,205 | $167,533-75.4% | $151,645-72.8% | $134,545-69.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 0.81% | 7.81%-7.0pp | 3.34%-2.5pp | 418.37%-417.6pp |
| Employer contribution / active EE | $5,436 | $6,828-20.4% | $6,165-11.8% | $4,742+14.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,029 | $13,781+67.1% | $11,614+98.3% | $11,431+101.5% |