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 | $102,429+59.9% | $147,096+11.4% | $80,925+102.4% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 12.11% | 135.02%-122.9pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $4,750 | $3,716+27.8% | $4,936-3.8% | $2,756+72.3% |
| Participant deferral / active EE | $7,739 | $6,649+16.4% | $8,071-4.1% | $4,299+80.0% |
| Admin fee / account holder | $8,236 | $7,957+3.5% | $13,005-36.7% | $6,940+18.7% |