Filed January 15, 2026 (most recent of 3 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 | $225,145 | $69,012+226.2% | $160,037+40.7% | $68,490+228.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.37% | -9.65%-7.7pp | 408.95%-426.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $9,076 | $2,212+310.2% | $4,226+114.8% | $2,597+249.5% |
| Participant deferral / active EE | $9,782 | $4,212+132.3% | $6,184+58.2% | $4,028+142.9% |
| Admin fee / account holder | $17,586 | $4,798+266.5% | $8,716+101.8% | $5,403+225.5% |