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 | $100,855 | $85,766+17.6% | $136,298-26.0% | $70,126+43.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.93% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $2,623 | $2,966-11.6% | $4,696-44.1% | $2,343+12.0% |
| Participant deferral / active EE | $7,676 | $5,051+52.0% | $6,247+22.9% | $3,332+130.4% |
| Admin fee / account holder | $1,744 | $5,421-67.8% | $9,244-81.1% | $4,645-62.5% |