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 | $84,760 | $64,729+30.9% | $112,263-24.5% | $68,490+23.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.10% | -11.40%-5.7pp | 27.49%-44.6pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,498 | $2,746+27.4% | $3,636-3.8% | $2,597+34.7% |
| Participant deferral / active EE | $7,169 | $3,566+101.1% | $4,729+51.6% | $4,028+78.0% |
| Admin fee / account holder | $9,280 | $5,222+77.7% | $6,410+44.8% | $5,403+71.8% |