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 | $77,962+313.0% | $178,540+80.3% | $80,935+297.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 16.70% | 18.10%-1.4pp | 27.15%-10.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $16,281 | $2,280+614.0% | $3,953+311.9% | $2,757+490.6% |
| Participant deferral / active EE | $12,105 | $4,404+174.9% | $6,281+92.7% | $4,299+181.5% |
| Admin fee / account holder | $21,111 | $7,156+195.0% | $10,424+102.5% | $6,924+204.9% |