Filed May 1, 2026 (most recent of 3 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 | $86,975 | $79,955+8.8% | $98,461-11.7% | $75,173+15.7% |
| Participation rate | 74.5% | 70.4%+4.1pp | 75.2%-0.7pp | 67.2%+7.3pp |
| Annual return | 15.82% | 19.75%-3.9pp | 21.17%-5.4pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,417 | $2,264-37.4% | $3,049-53.5% | $2,671-46.9% |
| Participant deferral / active EE | $2,367 | $3,752-36.9% | $4,738-50.0% | $4,126-42.6% |
| Admin fee / account holder | $2,411 | $6,841-64.8% | $8,961-73.1% | $5,651-57.3% |