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 | $102,422+50.1% | $147,117+4.5% | $80,959+89.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.40% | 135.16%-122.8pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $6,821 | $3,717+83.5% | $4,932+38.3% | $2,757+147.4% |
| Participant deferral / active EE | $11,925 | $6,652+79.3% | $8,065+47.9% | $4,300+177.3% |
| Admin fee / account holder | $18,966 | $7,953+138.5% | $12,993+46.0% | $6,925+173.9% |