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 | $278,074 | $73,978+275.9% | $96,515+188.1% | $75,173+269.9% |
| Participation rate | 90.1% | 66.4%+23.7pp | 74.3%+15.8pp | 67.2%+22.9pp |
| Annual return | 16.23% | 26.72%-10.5pp | 35.73%-19.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $4,600 | $2,931+57.0% | $3,740+23.0% | $2,671+72.2% |
| Participant deferral / active EE | $10,143 | $3,660+177.1% | $4,880+107.9% | $4,126+145.8% |
| Admin fee / account holder | $30,857 | $5,219+491.3% | $6,735+358.1% | $5,651+446.1% |