Filed February 25, 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.)
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 | $257,281 | $146,267+75.9% | $197,124+30.5% | $82,448+212.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 32.36% | 29.61%+2.8pp | 44.34%-12.0pp | 41.64%-9.3pp |
| Employer contribution / active EE | $9,382 | $4,723+98.6% | $6,227+50.7% | $2,551+267.8% |
| Participant deferral / active EE | $8,031 | $7,035+14.2% | $9,135-12.1% | $4,139+94.0% |
| Admin fee / account holder | $4,488 | $14,422-68.9% | $16,298-72.5% | $7,234-38.0% |