Filed January 27, 2026 (most recent of 3 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 | $133,994 | $63,346+111.5% | $92,240+45.3% | $70,126+91.1% |
| Participation rate | 91.1% | 68.7%+22.4pp | 76.5%+14.6pp | 69.5%+21.6pp |
| Annual return | 15.70% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $7,425 | $2,471+200.4% | $3,680+101.8% | $2,343+217.0% |
| Participant deferral / active EE | $5,492 | $2,854+92.5% | $3,897+40.9% | $3,332+64.8% |
| Admin fee / account holder | $7,819 | $3,841+103.6% | $5,194+50.5% | $4,645+68.3% |