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 | $138,385+126.1% | $184,243+69.9% | $80,925+286.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.25% | 20.02%-6.8pp | 28.82%-15.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $12,482 | $4,851+157.3% | $6,427+94.2% | $2,756+352.9% |
| Participant deferral / active EE | $9,122 | $7,075+28.9% | $9,132-0.1% | $4,299+112.2% |
| Admin fee / account holder | $11,689 | $10,489+11.4% | $13,914-16.0% | $6,940+68.4% |