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 | $333,907 | $146,267+128.3% | $197,124+69.4% | $82,448+305.0% |
| Participation rate | 98.6% | 84.0%+14.6pp | 86.7%+11.9pp | 68.1%+30.5pp |
| Annual return | 14.88% | 29.61%-14.7pp | 44.34%-29.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $13,230 | $4,723+180.1% | $6,227+112.4% | $2,551+418.6% |
| Participant deferral / active EE | $9,679 | $7,035+37.6% | $9,135+6.0% | $4,139+133.8% |
| Admin fee / account holder | $63,884 | $14,422+343.0% | $16,298+292.0% | $7,234+783.1% |