Filed May 21, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,811 | $102,422+59.9% | $147,117+11.3% | $80,959+102.3% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 12.11% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $4,750 | $3,717+27.8% | $4,932-3.7% | $2,757+72.3% |
| Participant deferral / active EE | $7,739 | $6,652+16.3% | $8,065-4.0% | $4,300+80.0% |
| Admin fee / account holder | $8,236 | $7,953+3.6% | $12,993-36.6% | $6,925+18.9% |