Filed June 4, 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 | $63,214 | $54,355+16.3% | $82,744-23.6% | $68,486-7.7% |
| Participation rate | 74.2% | 63.9%+10.3pp | 72.6%+1.6pp | 67.9%+6.3pp |
| Annual return | -17.37% | -13.67%-3.7pp | 702.22%-719.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $757 | $2,219-65.9% | $3,008-74.8% | $2,597-70.8% |
| Participant deferral / active EE | $3,025 | $3,246-6.8% | $4,395-31.2% | $4,028-24.9% |
| Admin fee / account holder | $761 | $4,397-82.7% | $5,325-85.7% | $5,404-85.9% |