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 | $74,431 | $72,177+3.1% | $115,037-35.3% | $59,633+24.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.82% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $2,177 | $2,841-23.4% | $4,608-52.8% | $2,203-1.2% |
| Participant deferral / active EE | $6,426 | $4,783+34.4% | $6,026+6.6% | $3,192+101.3% |
| Admin fee / account holder | $3,221 | $4,927-34.6% | $8,175-60.6% | $4,297-25.0% |