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 | $89,057 | $78,670+13.2% | $109,173-18.4% | $85,847+3.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 30.44% | 25.09%+5.3pp | 25.75%+4.7pp | 318.61%-288.2pp |
| Employer contribution / active EE | $3,833 | $2,734+40.2% | $3,723+2.9% | $2,565+49.4% |
| Participant deferral / active EE | $7,430 | $3,467+114.3% | $4,654+59.7% | $3,952+88.0% |
| Admin fee / account holder | $2,437 | $5,469-55.4% | $6,755-63.9% | $6,261-61.1% |