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 | $77,080 | $82,028-6.0% | $123,105-37.4% | $59,633+29.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 6.05% | 5.12%+0.9pp | 13.22%-7.2pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $4,092 | $3,297+24.1% | $5,151-20.6% | $2,203+85.8% |
| Participant deferral / active EE | $2,680 | $4,667-42.6% | $6,229-57.0% | $3,192-16.0% |
| Admin fee / account holder | $5,009 | $5,879-14.8% | $9,014-44.4% | $4,297+16.6% |