Filed January 15, 2026 (most recent of 3 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 | $321,971 | $78,027+312.6% | $178,528+80.3% | $80,925+297.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 16.70% | 18.09%-1.4pp | 27.11%-10.4pp | 35.65%-19.0pp |
| Employer contribution / active EE | $16,281 | $2,281+613.7% | $3,950+312.1% | $2,756+490.7% |
| Participant deferral / active EE | $12,105 | $4,408+174.6% | $6,278+92.8% | $4,299+181.6% |
| Admin fee / account holder | $21,111 | $7,168+194.5% | $10,419+102.6% | $6,940+204.2% |