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 | $55,457+36.9% | $77,361-1.8% | $94,015-19.2% |
| Participation rate | 92.2% | 69.8%+22.3pp | 75.0%+17.2pp | 70.8%+21.3pp |
| Annual return | 16.67% | 15.57%+1.1pp | 1011.54%-994.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $2,696 | $2,255+19.6% | $2,990-9.8% | $2,790-3.4% |
| Participant deferral / active EE | $9,885 | $3,069+222.0% | $3,911+152.7% | $4,249+132.6% |
| Admin fee / account holder | $2,338 | $4,334-46.1% | $5,894-60.3% | $8,951-73.9% |