Filed May 27, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $576,500 | $55,423+940.2% | $155,602+270.5% | $74,400+674.9% |
| Participation rate | 67.4% | 61.9%+5.5pp | 78.2%-10.8pp | 67.2%+0.2pp |
| Annual return | 16.45% | 269.07%-252.6pp | 64.81%-48.4pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $26,448 | $2,266+1067.4% | $4,675+465.7% | $2,624+907.8% |
| Participant deferral / active EE | $1,711 | $2,835-39.6% | $5,629-69.6% | $4,348-60.7% |
| Admin fee / account holder | $43,733 | $1,744+2406.9% | $15,923+174.6% | $1,944+2150.1% |