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 | $330,104 | $56,134+488.1% | $96,161+243.3% | $85,856+284.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 41.98% | 42.30%-0.3pp | 192.01%-150.0pp | 318.58%-276.6pp |
| Employer contribution / active EE | $8,049 | $1,620+396.8% | $2,798+187.6% | $2,565+213.8% |
| Participant deferral / active EE | $10,073 | $2,858+252.5% | $4,349+131.6% | $3,952+154.9% |
| Admin fee / account holder | $1,383 | $3,769-63.3% | $5,538-75.0% | $6,261-77.9% |