Filed January 6, 2026 (most recent of 8 filings on file)
Total covered: 2 employees
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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 | $312,953 | $138,393+126.1% | $184,256+69.8% | $80,959+286.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.25% | 20.01%-6.8pp | 28.85%-15.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $12,482 | $4,847+157.5% | $6,427+94.2% | $2,757+352.7% |
| Participant deferral / active EE | $9,122 | $7,076+28.9% | $9,133-0.1% | $4,300+112.1% |
| Admin fee / account holder | $11,689 | $10,489+11.4% | $13,899-15.9% | $6,925+68.8% |