Filed February 16, 2026 (most recent of 5 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,018 | $57,073+583.4% | $85,126+358.2% | $80,925+382.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.28% | 21.69%-5.4pp | 66.63%-50.4pp | 35.65%-19.4pp |
| Employer contribution / active EE | $8,650 | $1,801+380.4% | $2,731+216.7% | $2,756+213.8% |
| Participant deferral / active EE | $9,839 | $3,113+216.0% | $4,523+117.5% | $4,299+128.9% |
| Admin fee / account holder | $28,063 | $4,988+462.7% | $6,160+355.6% | $6,940+304.4% |