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 | $89,698+204.9% | $103,464+164.3% | $80,874+238.1% |
| Participation rate | 95.8% | 76.0%+19.9pp | 80.5%+15.3pp | 67.6%+28.2pp |
| Annual return | 14.05% | 22.78%-8.7pp | 23.91%-9.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $11,269 | $4,018+180.4% | $4,677+140.9% | $2,756+308.9% |
| Participant deferral / active EE | $11,239 | $5,456+106.0% | $6,624+69.7% | $4,297+161.6% |
| Admin fee / account holder | $19,517 | $6,768+188.4% | $9,410+107.4% | $6,935+181.4% |