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 | $98,696 | $100,938-2.2% | $90,461+9.1% | $158,982-37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.69% | 1727.20%-1714.5pp | 1294.76%-1282.1pp | 302.99%-290.3pp |
| Employer contribution / active EE | $9,865 | $3,691+167.2% | $3,264+202.2% | $4,763+107.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,093 | $6,510-37.1% | $5,617-27.1% | $11,252-63.6% |