Filed May 21, 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 | $94,501 | $71,872+31.5% | $86,691+9.0% | $68,495+38.0% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.0pp |
| Annual return | -7.03% | 3.53%-10.6pp | 35.94%-43.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $5,457 | $2,173+151.1% | $2,837+92.4% | $2,596+110.2% |
| Participant deferral / active EE | $10,358 | $3,779+174.1% | $4,656+122.5% | $4,028+157.2% |
| Admin fee / account holder | $2,155 | $6,112-64.7% | $7,492-71.2% | $5,403-60.1% |