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 | $149,312 | $62,583+138.6% | $76,767+94.5% | $64,173+132.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.19% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,444 | $1,832+197.1% | $2,485+119.0% | $2,381+128.7% |
| Participant deferral / active EE | $8,868 | $3,145+182.0% | $3,852+130.2% | $3,470+155.6% |
| Admin fee / account holder | $19,179 | $4,667+310.9% | $6,675+187.3% | $4,887+292.4% |