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 | $90,670 | $46,732+94.0% | $156,551-42.1% | $55,167+64.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.62% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,174 | $2,105+3.3% | $5,501-60.5% | $1,963+10.8% |
| Participant deferral / active EE | $3,982 | $2,204+80.7% | $4,871-18.2% | $3,054+30.4% |
| Admin fee / account holder | $3,355 | $418+701.9% | $13,028-74.2% | $504+565.8% |