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 | $58,434 | $67,602-13.6% | $82,312-29.0% | $70,126-16.7% |
| Participation rate | 95.3% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.8pp |
| Annual return | 28.58% | 21.57%+7.0pp | 25.88%+2.7pp | 73.15%-44.6pp |
| Employer contribution / active EE | $502 | $1,755-71.4% | $2,428-79.3% | $2,343-78.6% |
| Participant deferral / active EE | $3,192 | $2,987+6.8% | $3,706-13.9% | $3,332-4.2% |
| Admin fee / account holder | $1,311 | $4,512-70.9% | $5,608-76.6% | $4,645-71.8% |