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 | $89,275 | $123,793-27.9% | $177,848-49.8% | $79,856+11.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.84% | 22.82%-11.0pp | 48.33%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,337 | $4,095+5.9% | $5,919-26.7% | $2,471+75.5% |
| Participant deferral / active EE | $2,891 | $5,956-51.5% | $7,714-62.5% | $3,741-22.7% |
| Admin fee / account holder | $915 | $7,243-87.4% | $12,431-92.6% | $5,306-82.8% |