Filed January 27, 2026 (most recent of 3 filings on file)
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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 | $297,427 | $93,345+218.6% | $119,126+149.7% | $87,485+240.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 17.84% | 19.08%-1.2pp | 282.11%-264.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,248 | $3,172-29.1% | $4,034-44.3% | $2,596-13.4% |
| Participant deferral / active EE | $7,376 | $4,099+80.0% | $5,318+38.7% | $4,274+72.6% |
| Admin fee / account holder | $21,931 | $8,039+172.8% | $10,693+105.1% | $7,775+182.1% |