Filed June 1, 2026 (most recent of 2 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 | $273,446 | $89,515+205.5% | $103,065+165.3% | $80,959+237.8% |
| Participation rate | 95.8% | 76.0%+19.8pp | 80.6%+15.3pp | 67.7%+28.2pp |
| Annual return | 14.05% | 22.82%-8.8pp | 23.95%-9.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $11,269 | $4,015+180.6% | $4,675+141.0% | $2,757+308.7% |
| Participant deferral / active EE | $11,239 | $5,463+105.7% | $6,625+69.6% | $4,300+161.3% |
| Admin fee / account holder | $19,517 | $6,527+199.0% | $9,349+108.8% | $6,925+181.8% |