Filed June 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 | $141,784 | $133,981+5.8% | $112,249+26.3% | $134,532+5.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | 3.01% | 47.16%-44.1pp | 27.48%-24.5pp | 418.27%-415.3pp |
| Employer contribution / active EE | $17,491 | $4,040+333.0% | $3,636+381.1% | $4,741+268.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,399 | $7,492-27.9% | $6,412-15.8% | $11,429-52.8% |