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 | $272,862 | $70,684+286.0% | $169,397+61.1% | $75,177+263.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 21.78% | 36.38%-14.6pp | 406.23%-384.5pp | 160.75%-139.0pp |
| Employer contribution / active EE | $13,577 | $2,211+514.1% | $4,013+238.3% | $2,671+408.3% |
| Participant deferral / active EE | $11,192 | $4,310+159.7% | $6,223+79.9% | $4,126+171.2% |
| Admin fee / account holder | $1,588 | $5,404-70.6% | $9,017-82.4% | $5,651-71.9% |