Filed March 12, 2026 (most recent of 2 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 | $325,787 | $146,267+122.7% | $197,124+65.3% | $82,448+295.1% |
| Participation rate | 86.9% | 84.0%+2.9pp | 86.7%+0.2pp | 68.1%+18.8pp |
| Annual return | 15.83% | 29.61%-13.8pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $6,398 | $4,723+35.5% | $6,227+2.7% | $2,551+150.8% |
| Participant deferral / active EE | $5,576 | $7,035-20.7% | $9,135-39.0% | $4,139+34.7% |
| Admin fee / account holder | $33,606 | $14,422+133.0% | $16,298+106.2% | $7,234+364.5% |