Filed March 31, 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 | $93,528 | $75,832+23.3% | $147,617-36.6% | $59,633+56.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 7.78% | 0.37%+7.4pp | 61.98%-54.2pp | 2041.45%-2033.7pp |
| Employer contribution / active EE | $5,030 | $3,485+44.3% | $5,564-9.6% | $2,203+128.4% |
| Participant deferral / active EE | $4,082 | $3,131+30.4% | $4,895-16.6% | $3,192+27.9% |
| Admin fee / account holder | $459 | $5,986-92.3% | $11,612-96.0% | $4,297-89.3% |