Filed February 5, 2026 (most recent of 2 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 | $162,941 | $183,516-11.2% | $155,534+4.8% | $145,884+11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.09% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $22,009 | $5,315+314.1% | $4,675+370.8% | $4,662+372.1% |
| Participant deferral / active EE | $16,023 | $6,467+147.8% | $5,630+184.6% | $6,690+139.5% |
| Admin fee / account holder | $38,976 | $19,293+102.0% | $15,900+145.1% | $13,392+191.0% |