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 | $57,140+582.6% | $85,240+357.6% | $80,959+381.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.28% | 21.71%-5.4pp | 66.75%-50.5pp | 35.67%-19.4pp |
| Employer contribution / active EE | $8,650 | $1,802+380.1% | $2,735+216.2% | $2,757+213.7% |
| Participant deferral / active EE | $9,839 | $3,115+215.8% | $4,527+117.3% | $4,300+128.8% |
| Admin fee / account holder | $28,063 | $4,992+462.2% | $6,165+355.2% | $6,925+305.2% |