Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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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 | $130,977 | $60,349+117.0% | $74,184+76.6% | $62,881+108.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.75% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $11,341 | $1,680+575.0% | $2,370+378.5% | $2,281+397.2% |
| Participant deferral / active EE | $5,664 | $2,856+98.3% | $3,550+59.5% | $3,203+76.8% |
| Admin fee / account holder | $3,330 | $4,261-21.8% | $5,586-40.4% | $4,296-22.5% |