Filed January 27, 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 | $120,080 | $143,969-16.6% | $199,883-39.9% | $82,637+45.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 14.74% | 25.67%-10.9pp | 43.81%-29.1pp | 53.51%-38.8pp |
| Employer contribution / active EE | $3,260 | $4,632-29.6% | $6,261-47.9% | $2,552+27.7% |
| Participant deferral / active EE | $5,188 | $6,937-25.2% | $9,138-43.2% | $4,126+25.7% |
| Admin fee / account holder | $5,091 | $14,597-65.1% | $17,268-70.5% | $7,339-30.6% |