Filed May 7, 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 | $261,876 | $88,754+195.1% | $81,820+220.1% | $145,877+79.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.66% | 1031.77%-1012.1pp | 777.93%-758.3pp | 551.28%-531.6pp |
| Employer contribution / active EE | $11,384 | $3,085+269.0% | $2,915+290.5% | $4,663+144.1% |
| Participant deferral / active EE | $11,695 | $4,648+151.6% | $4,323+170.5% | $6,691+74.8% |
| Admin fee / account holder | $3,126 | $8,424-62.9% | $7,391-57.7% | $13,402-76.7% |