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 | $174,437 | $102,385+70.4% | $147,080+18.6% | $80,935+115.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.26% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,151 | $3,717-15.2% | $4,933-36.1% | $2,757+14.3% |
| Participant deferral / active EE | $9,119 | $6,651+37.1% | $8,066+13.1% | $4,299+112.1% |
| Admin fee / account holder | $1,815 | $7,951-77.2% | $12,989-86.0% | $6,924-73.8% |