Filed January 19, 2026
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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 | $678,333 | $60,139+1027.9% | $90,461+649.9% | $79,856+749.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.37% | 71.96%-51.6pp | 1294.76%-1274.4pp | 31.71%-11.3pp |
| Employer contribution / active EE | $6,574 | $2,069+217.8% | $3,264+101.4% | $2,471+166.0% |
| Participant deferral / active EE | $21,730 | $2,939+639.4% | $3,964+448.1% | $3,741+480.9% |
| Admin fee / account holder | $30,306 | $3,978+661.8% | $5,617+439.6% | $5,306+471.1% |