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 | $60,139+75.7% | $90,461+16.8% | $79,856+32.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 29.36% | 71.96%-42.6pp | 1294.76%-1265.4pp | 31.71%-2.4pp |
| Employer contribution / active EE | $2,414 | $2,069+16.7% | $3,264-26.0% | $2,471-2.3% |
| Participant deferral / active EE | $5,740 | $2,939+95.3% | $3,964+44.8% | $3,741+53.5% |
| Admin fee / account holder | $8,170 | $3,978+105.4% | $5,617+45.5% | $5,306+54.0% |