Filed April 27, 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 | $107,665 | $88,672+21.4% | $105,223+2.3% | $82,448+30.6% |
| Participation rate | 79.1% | 67.9%+11.1pp | 75.0%+4.0pp | 68.1%+11.0pp |
| Annual return | 23.91% | 30.86%-6.9pp | 180.65%-156.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $10,159 | $3,048+233.3% | $3,689+175.4% | $2,551+298.2% |
| Participant deferral / active EE | $7,820 | $4,036+93.8% | $5,072+54.2% | $4,139+88.9% |
| Admin fee / account holder | $5,599 | $7,146-21.7% | $8,859-36.8% | $7,234-22.6% |