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 | $145,431-64.1% | $211,142-75.3% | $87,485-40.4% |
| Participation rate | 80.6% | 84.7%-4.1pp | 87.3%-6.6pp | 68.9%+11.7pp |
| Annual return | 16.54% | 27.21%-10.7pp | 46.84%-30.3pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,488 | $4,662-46.6% | $6,442-61.4% | $2,596-4.2% |
| Participant deferral / active EE | $3,641 | $6,859-46.9% | $9,284-60.8% | $4,274-14.8% |
| Admin fee / account holder | $6,309 | $17,052-63.0% | $19,076-66.9% | $7,775-18.9% |