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 | $182,349 | $64,729+181.7% | $112,263+62.4% | $68,490+166.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.96% | -11.40%-0.6pp | 27.49%-39.5pp | -7.85%-4.1pp |
| Employer contribution / active EE | $3,584 | $2,746+30.5% | $3,636-1.4% | $2,597+38.0% |
| Participant deferral / active EE | $6,100 | $3,566+71.1% | $4,729+29.0% | $4,028+51.5% |
| Admin fee / account holder | $16,586 | $5,222+217.6% | $6,410+158.7% | $5,403+207.0% |