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 | $93,345+220.4% | $119,126+151.0% | $87,485+241.8% |
| Participation rate | 88.9% | 68.7%+20.2pp | 75.8%+13.1pp | 68.9%+20.0pp |
| Annual return | 14.78% | 19.08%-4.3pp | 282.11%-267.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $6,020 | $3,172+89.8% | $4,034+49.2% | $2,596+131.9% |
| Participant deferral / active EE | $12,647 | $4,099+208.6% | $5,318+137.8% | $4,274+195.9% |
| Admin fee / account holder | $67,021 | $8,039+733.7% | $10,693+526.8% | $7,775+762.0% |