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 | $102,978-12.6% | $90,287-0.3% | $152,870-41.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.41% | 95.17%-76.8pp | 78.10%-59.7pp | 345.34%-326.9pp |
| Employer contribution / active EE | $12,128 | $3,139+286.4% | $2,855+324.9% | $4,763+154.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,109 | $6,171-17.2% | $5,351-4.5% | $11,597-55.9% |