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 | $89,259+20.6% | $107,187+0.4% | $82,637+30.3% |
| Participation rate | 79.1% | 67.9%+11.1pp | 75.0%+4.0pp | 68.1%+11.0pp |
| Annual return | 23.91% | 21.02%+2.9pp | 204.55%-180.6pp | 53.51%-29.6pp |
| Employer contribution / active EE | $10,159 | $3,080+229.8% | $3,782+168.6% | $2,552+298.0% |
| Participant deferral / active EE | $7,820 | $4,037+93.7% | $5,096+53.4% | $4,126+89.5% |
| Admin fee / account holder | $5,599 | $7,381-24.2% | $9,162-38.9% | $7,339-23.7% |