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 | $110,408 | $109,359+1.0% | $162,166-31.9% | $72,986+51.3% |
| Participation rate | 95.8% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.3pp |
| Annual return | 23.91% | 25.46%-1.5pp | 115.59%-91.7pp | 81.01%-57.1pp |
| Employer contribution / active EE | $4,838 | $3,907+23.8% | $5,614-13.8% | $2,440+98.3% |
| Participant deferral / active EE | $4,785 | $5,481-12.7% | $7,298-34.4% | $3,607+32.7% |
| Admin fee / account holder | $2,017 | $7,972-74.7% | $10,842-81.4% | $5,124-60.6% |