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 | $108,180 | $89,367+21.1% | $141,191-23.4% | $72,975+48.2% |
| Participation rate | 79.2% | 75.1%+4.0pp | 82.5%-3.3pp | 69.5%+9.7pp |
| Annual return | 17.25% | 111.87%-94.6pp | 71.41%-54.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $2,890 | $3,115-7.2% | $4,736-39.0% | $2,440+18.4% |
| Participant deferral / active EE | $5,416 | $5,419-0.1% | $6,710-19.3% | $3,608+50.1% |
| Admin fee / account holder | $3,978 | $5,957-33.2% | $10,264-61.2% | $5,124-22.4% |