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 | $140,498 | $138,385+1.5% | $184,200-23.7% | $80,874+73.7% |
| Participation rate | 94.8% | 83.9%+10.9pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 12.63% | 20.02%-7.4pp | 28.80%-16.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $5,945 | $4,849+22.6% | $6,424-7.4% | $2,756+115.8% |
| Participant deferral / active EE | $5,219 | $7,073-26.2% | $9,132-42.9% | $4,297+21.4% |
| Admin fee / account holder | $11,598 | $10,483+10.6% | $13,907-16.6% | $6,935+67.2% |