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 | $38,769 | $185,905-79.1% | $170,057-77.2% | $139,487-72.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.07% | 60.56%-44.5pp | 53.42%-37.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $6,234 | $7,597-17.9% | $6,790-8.2% | $4,755+31.1% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,949 | $15,397-54.9% | $12,826-45.8% | $11,407-39.1% |