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 | $56,442 | $46,599+21.1% | $64,101-11.9% | $75,173-24.9% |
| Participation rate | 90.9% | 65.9%+25.0pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 17.64% | 26.06%-8.4pp | 33.72%-16.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,095 | $1,975+6.1% | $2,749-23.8% | $2,671-21.6% |
| Participant deferral / active EE | $8,681 | $2,837+206.0% | $3,881+123.7% | $4,126+110.4% |
| Admin fee / account holder | $1,978 | $2,956-33.1% | $3,070-35.6% | $5,651-65.0% |