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 | $99,379 | $228,352-56.5% | $185,827-46.5% | $158,950-37.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.92% | 40.81%-21.9pp | 35.96%-17.0pp | 302.91%-284.0pp |
| Employer contribution / active EE | $4,501 | $4,967-9.4% | $4,087+10.1% | $4,762-5.5% |
| Participant deferral / active EE | $7,153 | $6,416+11.5% | $5,633+27.0% | $5,983+19.6% |
| Admin fee / account holder | $1,032 | $11,867-91.3% | $9,502-89.1% | $11,248-90.8% |