Filed May 6, 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 | $62,222 | $106,749-41.7% | $145,433-57.2% | $82,448-24.5% |
| Participation rate | 98.9% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | 16.29% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,525 | $3,444+2.3% | $4,554-22.6% | $2,551+38.2% |
| Participant deferral / active EE | $3,338 | $6,519-48.8% | $7,897-57.7% | $4,139-19.4% |
| Admin fee / account holder | $5,418 | $8,390-35.4% | $13,129-58.7% | $7,234-25.1% |