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 | $35,551 | $81,870-56.6% | $119,622-70.3% | $68,486-48.1% |
| Participation rate | 81.9% | 71.9%+10.0pp | 79.3%+2.7pp | 67.9%+14.0pp |
| Annual return | -14.64% | -23.82%+9.2pp | -14.98%+0.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,479 | $2,692-7.9% | $4,232-41.4% | $2,597-4.5% |
| Participant deferral / active EE | $3,725 | $4,148-10.2% | $5,601-33.5% | $4,028-7.5% |
| Admin fee / account holder | $1,538 | $6,583-76.6% | $10,328-85.1% | $5,404-71.5% |