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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,074 | $56,197+156.4% | $67,652+113.0% | $59,633+141.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.74% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $4,428 | $1,615+174.2% | $2,266+95.4% | $2,203+101.0% |
| Participant deferral / active EE | $6,692 | $2,844+135.4% | $3,560+88.0% | $3,192+109.7% |
| Admin fee / account holder | $15,666 | $3,958+295.8% | $4,821+225.0% | $4,297+264.6% |