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 | $50,554+50.2% | $67,681+12.2% | $87,485-13.2% |
| Participation rate | 92.2% | 67.7%+24.4pp | 73.7%+18.4pp | 68.9%+23.2pp |
| Annual return | 16.67% | 17.81%-1.1pp | 590.58%-573.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,696 | $1,988+35.6% | $2,678+0.7% | $2,596+3.9% |
| Participant deferral / active EE | $9,885 | $2,961+233.8% | $3,976+148.6% | $4,274+131.3% |
| Admin fee / account holder | $2,338 | $4,132-43.4% | $6,100-61.7% | $7,775-69.9% |