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 | $105,654 | $60,119+75.7% | $90,414+16.9% | $79,860+32.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 29.36% | 71.94%-42.6pp | 1293.19%-1263.8pp | 31.72%-2.4pp |
| Employer contribution / active EE | $2,414 | $2,068+16.8% | $3,262-26.0% | $2,471-2.3% |
| Participant deferral / active EE | $5,740 | $2,938+95.4% | $3,963+44.8% | $3,740+53.5% |
| Admin fee / account holder | $8,170 | $3,976+105.5% | $5,611+45.6% | $5,306+54.0% |