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 | $64,674 | $72,273-10.5% | $101,275-36.1% | $79,856-19.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,273 | $2,691+58.8% | $3,660+16.7% | $2,471+72.9% |
| Participant deferral / active EE | $6,282 | $3,282+91.4% | $4,371+43.7% | $3,741+67.9% |
| Admin fee / account holder | $5,501 | $4,401+25.0% | $5,948-7.5% | $5,306+3.7% |