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 | $106,864+56.4% | $147,318+13.4% | $82,637+102.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.67% | 27.49%-10.8pp | 70.43%-53.8pp | 53.51%-36.8pp |
| Employer contribution / active EE | $3,504 | $3,417+2.6% | $4,593-23.7% | $2,552+37.3% |
| Participant deferral / active EE | $10,648 | $6,496+63.9% | $7,906+34.7% | $4,126+158.1% |
| Admin fee / account holder | $18,521 | $8,415+120.1% | $13,708+35.1% | $7,339+152.4% |