Filed June 22, 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 | $134,529 | $90,400+48.8% | $186,193-27.7% | $87,485+53.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 19.79% | 22.15%-2.4pp | 78.03%-58.2pp | 26.06%-6.3pp |
| Employer contribution / active EE | $4,450 | $2,170+105.0% | $3,918+13.6% | $2,596+71.4% |
| Participant deferral / active EE | $8,873 | $4,330+104.9% | $6,513+36.2% | $4,274+107.6% |
| Admin fee / account holder | $1,084 | $8,673-87.5% | $11,058-90.2% | $7,775-86.1% |