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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,839 | $106,524+62.3% | $152,301+13.5% | $87,485+97.6% |
| Participation rate | 79.3% | 75.8%+3.6pp | 82.4%-3.1pp | 68.9%+10.4pp |
| Annual return | 11.45% | 26.89%-15.4pp | 80.50%-69.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $4,297 | $3,371+27.5% | $4,624-7.1% | $2,596+65.5% |
| Participant deferral / active EE | $7,307 | $6,525+12.0% | $8,004-8.7% | $4,274+71.0% |
| Admin fee / account holder | $8,631 | $8,287+4.1% | $14,398-40.1% | $7,775+11.0% |