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 | $141,880 | $58,275+143.5% | $81,844+73.4% | $80,935+75.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.68% | 41.82%-28.1pp | 778.87%-765.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,417 | $2,346+3.0% | $2,916-17.1% | $2,757-12.3% |
| Participant deferral / active EE | $6,068 | $3,285+84.7% | $4,323+40.4% | $4,299+41.1% |
| Admin fee / account holder | $566 | $4,749-88.1% | $7,355-92.3% | $6,924-91.8% |