Filed May 29, 2026
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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 | $394,058 | $146,267+169.4% | $197,124+99.9% | $82,448+377.9% |
| Participation rate | 91.4% | 84.0%+7.4pp | 86.7%+4.7pp | 68.1%+23.4pp |
| Annual return | 20.73% | 29.61%-8.9pp | 44.34%-23.6pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,585 | $4,723-45.3% | $6,227-58.5% | $2,551+1.3% |
| Participant deferral / active EE | $15,051 | $7,035+114.0% | $9,135+64.8% | $4,139+263.6% |
| Admin fee / account holder | $8,807 | $14,422-38.9% | $16,298-46.0% | $7,234+21.7% |