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 | $116,572 | $98,766+18.0% | $149,730-22.1% | $79,852+46.0% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 14.67% | 27.43%-12.8pp | 276.70%-262.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $3,782 | $3,217+17.6% | $4,645-18.6% | $2,471+53.0% |
| Participant deferral / active EE | $6,122 | $5,681+7.8% | $6,843-10.5% | $3,740+63.7% |
| Admin fee / account holder | $2,415 | $6,052-60.1% | $9,310-74.1% | $5,306-54.5% |