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 | $119,219 | $92,766+28.5% | $82,763+44.0% | $134,545-11.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.66% | 946.97%-959.6pp | 702.45%-715.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $2,494 | $3,273-23.8% | $3,008-17.1% | $4,742-47.4% |
| Participant deferral / active EE | $6,772 | $4,802+41.0% | $4,395+54.1% | $6,401+5.8% |
| Admin fee / account holder | $565 | $5,978-90.5% | $5,325-89.4% | $11,431-95.1% |