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 | $89,460 | $76,551+16.9% | $123,894-27.8% | $62,881+42.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.60% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,648 | $2,882-8.1% | $4,617-42.6% | $2,281+16.1% |
| Participant deferral / active EE | $8,566 | $4,840+77.0% | $5,984+43.2% | $3,203+167.5% |
| Admin fee / account holder | $589 | $4,826-87.8% | $8,357-92.9% | $4,296-86.3% |