Filed March 2, 2026 (most recent of 2 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 | $52,026 | $223,823-76.8% | $211,142-75.4% | $154,746-66.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.11% | 50.39%-34.3pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $5,606 | $6,787-17.4% | $6,442-13.0% | $4,379+28.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,391 | $19,707-87.9% | $19,076-87.5% | $14,365-83.4% |