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 | $40,083 | $82,678-51.5% | $125,391-68.0% | $68,490-41.5% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,850 | $3,382+13.8% | $4,816-20.0% | $2,597+48.3% |
| Participant deferral / active EE | $2,828 | $6,111-53.7% | $7,448-62.0% | $4,028-29.8% |
| Admin fee / account holder | $818 | $6,277-87.0% | $10,009-91.8% | $5,403-84.9% |