Filed February 13, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,094 | $72,492+9.1% | $87,104-9.2% | $72,975+8.4% |
| Participation rate | 88.3% | 72.8%+15.5pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 24.36% | 24.46%-0.1pp | 28.19%-3.8pp | 81.01%-56.7pp |
| Employer contribution / active EE | $2,751 | $1,894+45.3% | $2,521+9.1% | $2,440+12.8% |
| Participant deferral / active EE | $8,029 | $3,270+145.6% | $4,048+98.3% | $3,608+122.6% |
| Admin fee / account holder | $9,973 | $5,055+97.3% | $7,491+33.1% | $5,124+94.6% |