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 | $318,148 | $138,102+130.4% | $125,381+153.7% | $134,532+136.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.61% | 750.73%-760.3pp | 572.31%-581.9pp | 418.27%-427.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $26,917 | $7,801+245.1% | $7,448+261.4% | $6,401+320.5% |
| Admin fee / account holder | $387 | $11,568-96.7% | $10,007-96.1% | $11,429-96.6% |