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 | $104,037 | $55,453+87.6% | $170,435-39.0% | $62,293+67.0% |
| Participation rate | 94.6% | 66.4%+28.3pp | 83.6%+11.0pp | 69.5%+25.1pp |
| Annual return | 13.36% | 21.38%-8.0pp | 205.94%-192.6pp | 28.90%-15.5pp |
| Employer contribution / active EE | $2,127 | $2,164-1.7% | $5,432-60.9% | $2,042+4.1% |
| Participant deferral / active EE | $4,017 | $2,303+74.4% | $4,939-18.7% | $3,169+26.8% |
| Admin fee / account holder | $570 | $455+25.3% | $13,881-95.9% | $479+19.0% |