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 | $57,057+583.6% | $85,009+358.8% | $80,874+382.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.28% | 21.66%-5.4pp | 66.47%-50.2pp | 35.62%-19.3pp |
| Employer contribution / active EE | $8,650 | $1,799+380.9% | $2,728+217.0% | $2,756+213.9% |
| Participant deferral / active EE | $9,839 | $3,112+216.2% | $4,522+117.6% | $4,297+129.0% |
| Admin fee / account holder | $28,063 | $4,986+462.8% | $6,153+356.1% | $6,935+304.7% |