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 | $264,154 | $137,414+92.2% | $189,537+39.4% | $85,847+207.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.03% | 38.14%-23.1pp | 555.34%-540.3pp | 318.61%-303.6pp |
| Employer contribution / active EE | $11,062 | $4,344+154.6% | $6,161+79.6% | $2,565+331.2% |
| Participant deferral / active EE | $7,992 | $6,260+27.7% | $8,220-2.8% | $3,952+102.2% |
| Admin fee / account holder | $5,728 | $8,630-33.6% | $12,048-52.5% | $6,261-8.5% |