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 | $88,710+195.2% | $81,783+220.2% | $145,959+79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.66% | 1027.26%-1007.6pp | 775.05%-755.4pp | 561.95%-542.3pp |
| Employer contribution / active EE | $11,384 | $3,083+269.2% | $2,913+290.9% | $4,661+144.3% |
| Participant deferral / active EE | $11,695 | $4,645+151.8% | $4,320+170.7% | $6,689+74.8% |
| Admin fee / account holder | $3,126 | $8,407-62.8% | $7,380-57.6% | $13,398-76.7% |