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 | $227,661 | $80,983+181.1% | $96,544+135.8% | $75,177+202.8% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 17.75% | 27.05%-9.3pp | 25.88%-8.1pp | 160.75%-143.0pp |
| Employer contribution / active EE | $5,761 | $2,282+152.4% | $2,966+94.2% | $2,671+115.7% |
| Participant deferral / active EE | $11,075 | $3,929+181.9% | $4,851+128.3% | $4,126+168.4% |
| Admin fee / account holder | $20,722 | $6,717+208.5% | $8,254+151.0% | $5,651+266.7% |