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 | $116,647 | $76,551+52.4% | $123,894-5.9% | $62,881+85.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.19% | 18.68%-4.5pp | 47.52%-33.3pp | 20.14%-6.0pp |
| Employer contribution / active EE | $4,504 | $2,882+56.3% | $4,617-2.4% | $2,281+97.5% |
| Participant deferral / active EE | $6,432 | $4,840+32.9% | $5,984+7.5% | $3,203+100.8% |
| Admin fee / account holder | $5,039 | $4,826+4.4% | $8,357-39.7% | $4,296+17.3% |