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 | $42,068 | $49,255-14.6% | $70,494-40.3% | $79,856-47.3% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.9pp |
| Annual return | 11.48% | 30.10%-18.6pp | 109.16%-97.7pp | 31.71%-20.2pp |
| Employer contribution / active EE | $430 | $2,100-79.5% | $2,738-84.3% | $2,471-82.6% |
| Participant deferral / active EE | $7,245 | $2,768+161.7% | $3,711+95.3% | $3,741+93.7% |
| Admin fee / account holder | $10,221 | $2,879+255.0% | $3,848+165.6% | $5,306+92.6% |