Filed April 16, 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 | $266,178 | $86,949+206.1% | $102,460+159.8% | $80,959+228.8% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.7%+30.1pp |
| Annual return | 15.07% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $6,548 | $2,370+176.3% | $3,025+116.4% | $2,757+137.5% |
| Participant deferral / active EE | $11,897 | $4,121+188.7% | $5,056+135.3% | $4,300+176.7% |
| Admin fee / account holder | $1,915 | $8,048-76.2% | $9,460-79.8% | $6,925-72.3% |