Filed June 10, 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 | $155,812 | $146,267+6.5% | $197,124-21.0% | $82,448+89.0% |
| Participation rate | 90.4% | 84.0%+6.3pp | 86.7%+3.6pp | 68.1%+22.3pp |
| Annual return | 15.25% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,411 | $4,723+14.6% | $6,227-13.1% | $2,551+112.1% |
| Participant deferral / active EE | $4,340 | $7,035-38.3% | $9,135-52.5% | $4,139+4.8% |
| Admin fee / account holder | $6,554 | $14,422-54.6% | $16,298-59.8% | $7,234-9.4% |