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 | $147,184 | $78,429+87.7% | $95,968+53.4% | $79,859+84.3% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.3pp | 69.6%+28.7pp |
| Annual return | 14.32% | 19.38%-5.1pp | 91.65%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $5,564 | $1,946+186.0% | $2,542+118.9% | $2,471+125.2% |
| Participant deferral / active EE | $6,876 | $3,440+99.9% | $4,167+65.0% | $3,741+83.8% |
| Admin fee / account holder | $5,894 | $5,622+4.8% | $6,798-13.3% | $5,307+11.1% |