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 | $86,765 | $92,766-6.5% | $82,763+4.8% | $134,545-35.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.99% | 946.97%-962.0pp | 702.45%-717.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $4,783 | $3,273+46.1% | $3,008+59.0% | $4,742+0.9% |
| Participant deferral / active EE | $3,398 | $4,802-29.2% | $4,395-22.7% | $6,401-46.9% |
| Admin fee / account holder | $17,533 | $5,978+193.3% | $5,325+229.2% | $11,431+53.4% |