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 | $252,168 | $123,793+103.7% | $177,840+41.8% | $79,852+215.8% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 25.07% | 22.82%+2.3pp | 48.32%-23.3pp | 31.72%-6.6pp |
| Employer contribution / active EE | $2,524 | $4,095-38.4% | $5,919-57.4% | $2,471+2.1% |
| Participant deferral / active EE | $10,118 | $5,956+69.9% | $7,714+31.2% | $3,740+170.5% |
| Admin fee / account holder | $64,484 | $7,243+790.4% | $12,431+418.8% | $5,306+1115.3% |