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 | $81,947 | $125,797-34.9% | $170,043-51.8% | $75,173+9.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.24% | 27.20%-10.0pp | 53.40%-36.2pp | 160.72%-143.5pp |
| Employer contribution / active EE | $2,368 | $4,616-48.7% | $6,790-65.1% | $2,671-11.3% |
| Participant deferral / active EE | $7,850 | $6,838+14.8% | $10,410-24.6% | $4,126+90.2% |
| Admin fee / account holder | $7,267 | $8,177-11.1% | $12,824-43.3% | $5,651+28.6% |