Filed June 9, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,047 | $88,672+237.2% | $105,223+184.2% | $82,448+262.7% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 14.78% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $6,020 | $3,048+97.5% | $3,689+63.2% | $2,551+136.0% |
| Participant deferral / active EE | $12,647 | $4,036+213.4% | $5,072+149.4% | $4,139+205.5% |
| Admin fee / account holder | $67,021 | $7,146+837.9% | $8,859+656.6% | $7,234+826.4% |