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 | $111,072 | $93,345+19.0% | $119,126-6.8% | $87,485+27.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 14.79% | 19.08%-4.3pp | 282.11%-267.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,743 | $3,172-13.5% | $4,034-32.0% | $2,596+5.7% |
| Participant deferral / active EE | $8,023 | $4,099+95.8% | $5,318+50.9% | $4,274+87.7% |
| Admin fee / account holder | $10,104 | $8,039+25.7% | $10,693-5.5% | $7,775+30.0% |