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 | $149,902 | $67,602+121.7% | $82,312+82.1% | $70,126+113.8% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 16.99% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $7,205 | $1,755+310.6% | $2,428+196.7% | $2,343+207.6% |
| Participant deferral / active EE | $5,705 | $2,987+91.0% | $3,706+53.9% | $3,332+71.2% |
| Admin fee / account holder | $3,012 | $4,512-33.2% | $5,608-46.3% | $4,646-35.2% |