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 | $159,596 | $90,607+76.1% | $79,467+100.8% | $135,380+17.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.31% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $12,648 | $3,068+312.3% | $2,800+351.7% | $4,779+164.7% |
| Participant deferral / active EE | $12,196 | $4,050+201.1% | $3,704+229.3% | $5,609+117.4% |
| Admin fee / account holder | $108,826 | $5,895+1746.1% | $5,104+2032.1% | $10,828+905.0% |