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 | $246,151 | $86,288+185.3% | $111,306+121.1% | $85,851+186.7% |
| Participation rate | 97.6% | 73.3%+24.2pp | 77.3%+20.2pp | 69.3%+28.2pp |
| Annual return | 14.65% | 19.99%-5.3pp | 54.67%-40.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $4,530 | $2,044+121.6% | $2,732+65.8% | $2,565+76.6% |
| Participant deferral / active EE | $8,692 | $3,641+138.7% | $4,488+93.7% | $3,952+119.9% |
| Admin fee / account holder | $18,449 | $8,189+125.3% | $7,966+131.6% | $6,261+194.7% |