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 | $115,586 | $82,674+39.8% | $125,381-7.8% | $68,486+68.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $5,128 | $3,382+51.6% | $4,815+6.5% | $2,597+97.5% |
| Participant deferral / active EE | $9,335 | $6,111+52.8% | $7,448+25.3% | $4,028+131.8% |
| Admin fee / account holder | $1,553 | $6,277-75.3% | $10,007-84.5% | $5,404-71.3% |