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 | $91,422 | $146,267-37.5% | $197,124-53.6% | $82,448+10.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.24% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,185 | $4,723-32.6% | $6,227-48.9% | $2,551+24.9% |
| Participant deferral / active EE | $7,866 | $7,035+11.8% | $9,135-13.9% | $4,139+90.0% |
| Admin fee / account holder | $7,323 | $14,422-49.2% | $16,298-55.1% | $7,234+1.2% |