Filed July 23, 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 | $233,738 | $212,386+10.1% | $199,883+16.9% | $138,895+68.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.31% | 47.75%-30.4pp | 43.81%-26.5pp | 145.39%-128.1pp |
| Employer contribution / active EE | $9,759 | $6,625+47.3% | $6,261+55.9% | $4,194+132.7% |
| Participant deferral / active EE | $16,636 | $9,617+73.0% | $9,138+82.0% | $6,396+160.1% |
| Admin fee / account holder | $2,018 | $18,233-88.9% | $17,268-88.3% | $12,562-83.9% |