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 | $337,116 | $49,896+575.6% | $80,627+318.1% | $75,173+348.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.80% | 34.67%-14.9pp | 936.76%-917.0pp | 160.72%-140.9pp |
| Employer contribution / active EE | $8,785 | $1,699+417.1% | $2,723+222.7% | $2,671+228.9% |
| Participant deferral / active EE | $9,963 | $2,992+233.0% | $4,443+124.2% | $4,126+141.5% |
| Admin fee / account holder | $10,023 | $3,578+180.1% | $5,381+86.3% | $5,651+77.4% |