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 | $269,903 | $45,872+488.4% | $77,096+250.1% | $68,486+294.1% |
| Participation rate | 97.1% | 55.9%+41.2pp | 67.9%+29.2pp | 67.9%+29.2pp |
| Annual return | -17.98% | 1.73%-19.7pp | 42.35%-60.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $7,554 | $1,650+358.0% | $2,814+168.4% | $2,597+190.9% |
| Participant deferral / active EE | $8,841 | $2,963+198.4% | $4,429+99.6% | $4,028+119.5% |
| Admin fee / account holder | $15,139 | $3,041+397.8% | $5,428+178.9% | $5,404+180.1% |