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 | $92,013 | $77,817+18.2% | $123,553-25.5% | $64,173+43.4% |
| Participation rate | 80.4% | 74.7%+5.7pp | 82.3%-1.9pp | 69.6%+10.9pp |
| Annual return | -3.91% | 12.49%-16.4pp | 119.21%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,354 | $3,014-21.9% | $4,628-49.1% | $2,381-1.1% |
| Participant deferral / active EE | $4,842 | $5,240-7.6% | $6,426-24.7% | $3,470+39.5% |
| Admin fee / account holder | $3,887 | $5,519-29.6% | $9,284-58.1% | $4,887-20.5% |