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 | $131,970 | $72,486+82.1% | $87,102+51.5% | $72,977+80.8% |
| Participation rate | 92.8% | 72.8%+19.9pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 19.90% | 24.46%-4.6pp | 28.19%-8.3pp | 81.02%-61.1pp |
| Employer contribution / active EE | $5,797 | $1,894+206.1% | $2,521+129.9% | $2,440+137.6% |
| Participant deferral / active EE | $6,352 | $3,270+94.3% | $4,048+56.9% | $3,608+76.1% |
| Admin fee / account holder | $46,905 | $5,055+828.0% | $7,493+526.0% | $5,124+815.4% |