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 | $90,654 | $87,834+3.2% | $133,979-32.3% | $62,881+44.2% |
| Participation rate | 97.8% | 83.4%+14.4pp | 87.1%+10.7pp | 69.3%+28.5pp |
| Annual return | 6.81% | 12.05%-5.2pp | 29.30%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,181 | $3,482+106.2% | $5,211+37.8% | $2,281+214.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,945 | $5,372-45.2% | $9,324-68.4% | $4,296-31.4% |