Filed February 23, 2026 (most recent of 3 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 | $153,687 | $102,382+50.1% | $147,005+4.5% | $80,874+90.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.40% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $6,821 | $3,715+83.6% | $4,934+38.2% | $2,756+147.5% |
| Participant deferral / active EE | $11,925 | $6,646+79.4% | $8,070+47.8% | $4,297+177.5% |
| Admin fee / account holder | $18,966 | $7,942+138.8% | $13,006+45.8% | $6,935+173.5% |