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 | $143,998 | $93,598+53.8% | $135,974+5.9% | $75,173+91.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.63% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $5,248 | $3,538+48.3% | $4,859+8.0% | $2,671+96.5% |
| Participant deferral / active EE | $9,488 | $6,405+48.1% | $7,760+22.3% | $4,126+129.9% |
| Admin fee / account holder | $3,651 | $6,978-47.7% | $10,767-66.1% | $5,651-35.4% |