Filed January 14, 2026 (most recent of 2 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 | $167,100 | $106,749+56.5% | $145,433+14.9% | $82,448+102.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.67% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,504 | $3,444+1.7% | $4,554-23.1% | $2,551+37.4% |
| Participant deferral / active EE | $10,648 | $6,519+63.4% | $7,897+34.8% | $4,139+157.2% |
| Admin fee / account holder | $18,521 | $8,390+120.8% | $13,129+41.1% | $7,234+156.0% |