Filed June 25, 2026 (most recent of 5 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 | $52,147 | $146,267-64.3% | $197,124-73.5% | $82,448-36.8% |
| Participation rate | 80.6% | 84.0%-3.4pp | 86.7%-6.1pp | 68.1%+12.6pp |
| Annual return | 16.54% | 29.61%-13.1pp | 44.34%-27.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,488 | $4,723-47.3% | $6,227-60.0% | $2,551-2.5% |
| Participant deferral / active EE | $3,641 | $7,035-48.2% | $9,135-60.1% | $4,139-12.0% |
| Admin fee / account holder | $6,309 | $14,422-56.3% | $16,298-61.3% | $7,234-12.8% |