Filed January 6, 2026 (most recent of 4 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 | $110,415 | $138,386-20.2% | $184,260-40.1% | $80,935+36.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.12% | 20.02%-7.9pp | 28.84%-16.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $7,422 | $4,851+53.0% | $6,427+15.5% | $2,757+169.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,102 | $10,489-70.4% | $13,898-77.7% | $6,924-55.2% |