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 | $89,991 | $103,038-12.7% | $90,324-0.4% | $152,909-41.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.41% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $12,128 | $3,141+286.2% | $2,856+324.7% | $4,764+154.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,109 | $6,177-17.3% | $5,356-4.6% | $11,601-56.0% |