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 | $81,493 | $110,083-26.0% | $151,639-46.3% | $68,486+19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.67% | -10.12%-5.5pp | 3.34%-19.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,687 | $4,470+4.9% | $6,165-24.0% | $2,597+80.5% |
| Participant deferral / active EE | $3,220 | $6,526-50.7% | $8,363-61.5% | $4,028-20.0% |
| Admin fee / account holder | $1,893 | $7,718-75.5% | $11,613-83.7% | $5,404-65.0% |