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 | $655,269 | $57,305+1043.5% | $86,640+656.3% | $75,173+771.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.05% | 2674.24%-2655.2pp | 592.52%-573.5pp | 160.72%-141.7pp |
| Employer contribution / active EE | $7,781 | $2,316+235.9% | $3,024+157.3% | $2,671+191.3% |
| Participant deferral / active EE | $25,707 | $3,320+674.4% | $4,438+479.2% | $4,126+523.0% |
| Admin fee / account holder | $9,848 | $4,116+139.3% | $5,616+75.4% | $5,651+74.3% |