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 | $285,058 | $81,476+249.9% | $102,383+178.4% | $80,925+252.3% |
| Participation rate | 85.5% | 66.8%+18.6pp | 74.5%+11.0pp | 67.7%+17.8pp |
| Annual return | 14.18% | 25.59%-11.4pp | 24.94%-10.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $4,782 | $3,105+54.0% | $3,870+23.6% | $2,756+73.5% |
| Participant deferral / active EE | $10,095 | $3,871+160.8% | $5,060+99.5% | $4,299+134.8% |
| Admin fee / account holder | $49,935 | $6,717+643.4% | $8,391+495.1% | $6,940+619.5% |