Filed May 7, 2026 (most recent of 3 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 | $209,583 | $99,011+111.7% | $86,582+142.1% | $147,586+42.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.43% | 1312.75%-1296.3pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $10,280 | $3,132+228.2% | $2,839+262.0% | $4,876+110.8% |
| Participant deferral / active EE | $13,764 | $3,972+246.5% | $3,609+281.4% | $5,439+153.1% |
| Admin fee / account holder | $1,645 | $5,709-71.2% | $4,904-66.5% | $10,886-84.9% |