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 | $128,627 | $123,793+3.9% | $177,822-27.7% | $79,860+61.1% |
| Participation rate | 95.7% | 84.7%+11.1pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 17.11% | 22.82%-5.7pp | 48.32%-31.2pp | 31.72%-14.6pp |
| Employer contribution / active EE | $5,196 | $4,095+26.9% | $5,918-12.2% | $2,471+110.3% |
| Participant deferral / active EE | $4,873 | $5,956-18.2% | $7,714-36.8% | $3,740+30.3% |
| Admin fee / account holder | $11,160 | $7,243+54.1% | $12,428-10.2% | $5,306+110.3% |