Filed August 25, 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 | $160,712 | $51,638+211.2% | $68,368+135.1% | $82,448+94.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 26.50% | 37.53%-11.0pp | 292.57%-266.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $6,493 | $2,047+217.3% | $2,649+145.1% | $2,551+154.5% |
| Participant deferral / active EE | $12,148 | $2,914+316.9% | $4,123+194.7% | $4,139+193.5% |
| Admin fee / account holder | $9,091 | $4,643+95.8% | $5,150+76.5% | $7,234+25.7% |