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 | $106,524-41.6% | $152,301-59.1% | $87,485-28.9% |
| Participation rate | 98.9% | 75.8%+23.2pp | 82.4%+16.5pp | 68.9%+30.0pp |
| Annual return | 16.29% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,525 | $3,371+4.6% | $4,624-23.8% | $2,596+35.8% |
| Participant deferral / active EE | $3,338 | $6,525-48.8% | $8,004-58.3% | $4,274-21.9% |
| Admin fee / account holder | $5,418 | $8,287-34.6% | $14,398-62.4% | $7,775-30.3% |