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 | $302,530 | $138,393+118.6% | $184,256+64.2% | $80,959+273.7% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+1.0pp | 67.7%+20.1pp |
| Annual return | 17.20% | 20.01%-2.8pp | 28.85%-11.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $6,016 | $4,847+24.1% | $6,427-6.4% | $2,757+118.2% |
| Participant deferral / active EE | $5,310 | $7,076-25.0% | $9,133-41.9% | $4,300+23.5% |
| Admin fee / account holder | $33,068 | $10,489+215.3% | $13,899+137.9% | $6,925+377.5% |