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 | $220,795 | $78,423+181.5% | $95,964+130.1% | $79,856+176.5% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.64%-76.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,082 | $1,945+161.2% | $2,541+100.0% | $2,471+105.6% |
| Participant deferral / active EE | $8,497 | $3,440+147.0% | $4,167+103.9% | $3,741+127.2% |
| Admin fee / account holder | $11,486 | $5,622+104.3% | $6,797+69.0% | $5,306+116.5% |