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 | $129,181 | $125,758+2.7% | $170,004-24.0% | $75,173+71.8% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 16.42% | 27.20%-10.8pp | 53.39%-37.0pp | 160.65%-144.2pp |
| Employer contribution / active EE | $5,404 | $4,615+17.1% | $6,786-20.4% | $2,670+102.4% |
| Participant deferral / active EE | $4,924 | $6,837-28.0% | $10,408-52.7% | $4,126+19.3% |
| Admin fee / account holder | $26,208 | $8,173+220.6% | $12,816+104.5% | $5,651+363.7% |