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 | $172,041 | $137,414+25.2% | $189,517-9.2% | $85,854+100.4% |
| Participation rate | 91.4% | 84.6%+6.8pp | 87.8%+3.6pp | 69.3%+22.1pp |
| Annual return | 17.31% | 38.14%-20.8pp | 555.19%-537.9pp | 318.56%-301.2pp |
| Employer contribution / active EE | $5,343 | $4,344+23.0% | $6,162-13.3% | $2,565+108.3% |
| Participant deferral / active EE | $4,944 | $6,260-21.0% | $8,221-39.9% | $3,952+25.1% |
| Admin fee / account holder | $4,913 | $8,630-43.1% | $12,045-59.2% | $6,260-21.5% |