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 | $202,453 | $71,873+181.7% | $86,698+133.5% | $68,490+195.6% |
| Participation rate | 95.5% | 72.2%+23.2pp | 76.6%+18.9pp | 67.9%+27.6pp |
| Annual return | -16.88% | 3.54%-20.4pp | 35.96%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $4,920 | $2,173+126.4% | $2,837+73.4% | $2,597+89.5% |
| Participant deferral / active EE | $9,632 | $3,779+154.9% | $4,656+106.9% | $4,028+139.1% |
| Admin fee / account holder | $7,136 | $6,110+16.8% | $7,492-4.8% | $5,403+32.1% |