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 | $156,288 | $60,349+159.0% | $74,184+110.7% | $62,881+148.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.28% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,622 | $1,680+175.1% | $2,370+95.0% | $2,281+102.7% |
| Participant deferral / active EE | $6,823 | $2,856+138.9% | $3,550+92.2% | $3,203+113.0% |
| Admin fee / account holder | $2,418 | $4,261-43.2% | $5,586-56.7% | $4,296-43.7% |