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 | $105,867 | $81,504+29.9% | $102,437+3.3% | $80,959+30.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 25.57% | 25.60%0pp | 24.95%+0.6pp | 35.67%-10.1pp |
| Employer contribution / active EE | $5,305 | $3,104+70.9% | $3,871+37.1% | $2,757+92.4% |
| Participant deferral / active EE | $6,857 | $3,871+77.1% | $5,060+35.5% | $4,300+59.4% |
| Admin fee / account holder | $4,579 | $6,719-31.8% | $8,388-45.4% | $6,925-33.9% |