Filed February 18, 2026 (most recent of 2 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 | $46,597 | $72,486-35.7% | $87,103-46.5% | $72,976-36.1% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 19.16% | 24.46%-5.3pp | 28.19%-9.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $1,825 | $1,894-3.6% | $2,521-27.6% | $2,440-25.2% |
| Participant deferral / active EE | $3,531 | $3,270+8.0% | $4,049-12.8% | $3,608-2.1% |
| Admin fee / account holder | $1,570 | $5,055-68.9% | $7,491-79.0% | $5,124-69.4% |