Filed February 16, 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 | $337,420 | $225,748+49.5% | $136,298+147.6% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | - |
| Annual return | 11.56% | 13.52%-2.0pp | 5156.27%-5144.7pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,696-100.0% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $2,911 | $10,864-73.2% | $9,244-68.5% | - |