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 | $266,623 | $125,797+111.9% | $170,057+56.8% | $75,177+254.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.25% | 27.20%-11.0pp | 53.42%-37.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $12,067 | $4,616+161.4% | $6,790+77.7% | $2,671+351.8% |
| Participant deferral / active EE | $9,176 | $6,838+34.2% | $10,411-11.9% | $4,126+122.4% |
| Admin fee / account holder | $5,443 | $8,177-33.4% | $12,826-57.6% | $5,651-3.7% |