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 | $102,429+50.0% | $147,096+4.5% | $80,925+89.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.40% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $6,821 | $3,716+83.6% | $4,936+38.2% | $2,756+147.5% |
| Participant deferral / active EE | $11,925 | $6,649+79.4% | $8,071+47.7% | $4,299+177.4% |
| Admin fee / account holder | $18,966 | $7,957+138.4% | $13,005+45.8% | $6,940+173.3% |