Filed May 4, 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 | $75,945 | $47,479+60.0% | $62,929+20.7% | $82,448-7.9% |
| Participation rate | 92.2% | 66.9%+25.3pp | 73.1%+19.0pp | 68.1%+24.1pp |
| Annual return | 16.67% | 20.34%-3.7pp | 1063.93%-1047.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,696 | $1,885+43.0% | $2,505+7.7% | $2,551+5.7% |
| Participant deferral / active EE | $9,885 | $2,870+244.3% | $3,888+154.2% | $4,139+138.8% |
| Admin fee / account holder | $2,338 | $3,804-38.5% | $5,065-53.8% | $7,234-67.7% |