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 | $283,926 | $79,449+257.4% | $189,597+49.8% | $85,851+230.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 18.07% | 18.45%-0.4pp | 64.20%-46.1pp | 318.63%-300.6pp |
| Employer contribution / active EE | $14,197 | $2,081+582.2% | $4,412+221.8% | $2,565+453.4% |
| Participant deferral / active EE | $9,332 | $4,051+130.3% | $6,174+51.1% | $3,952+136.1% |
| Admin fee / account holder | $2,539 | $5,377-52.8% | $9,807-74.1% | $6,261-59.4% |