Filed March 10, 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 | $45,874 | $72,071-36.3% | $68,368-32.9% | $137,256-66.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 17.46% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $5,160 | $2,788+85.1% | $2,649+94.8% | $4,156+24.2% |
| Participant deferral / active EE | $2,067 | $4,410-53.1% | $4,123-49.9% | $6,407-67.7% |
| Admin fee / account holder | $933 | $5,336-82.5% | $5,150-81.9% | $12,270-92.4% |