Filed January 2, 2026 (most recent of 4 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 | $98,219 | $90,607+8.4% | $79,467+23.6% | $135,380-27.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.98% | 977.74%-979.7pp | 718.30%-720.3pp | 519.81%-521.8pp |
| Employer contribution / active EE | $2,948 | $3,068-3.9% | $2,800+5.3% | $4,779-38.3% |
| Participant deferral / active EE | $7,311 | $4,050+80.5% | $3,704+97.4% | $5,609+30.3% |
| Admin fee / account holder | $77,866 | $5,895+1220.9% | $5,104+1425.5% | $10,828+619.1% |