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 | $145,431+129.6% | $211,142+58.1% | $87,485+281.7% |
| Participation rate | 98.6% | 84.7%+13.8pp | 87.3%+11.3pp | 68.9%+29.7pp |
| Annual return | 14.88% | 27.21%-12.3pp | 46.84%-32.0pp | 26.06%-11.2pp |
| Employer contribution / active EE | $13,230 | $4,662+183.8% | $6,442+105.4% | $2,596+409.6% |
| Participant deferral / active EE | $9,679 | $6,859+41.1% | $9,284+4.3% | $4,274+126.5% |
| Admin fee / account holder | $63,884 | $17,052+274.6% | $19,076+234.9% | $7,775+721.7% |