Filed May 14, 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 | $202,332 | $48,337+318.6% | $67,560+199.5% | $80,959+149.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.40% | 18.26%-6.9pp | 3533.50%-3522.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $13,577 | $2,023+571.3% | $2,737+396.1% | $2,757+392.4% |
| Participant deferral / active EE | $1,969 | $2,928-32.8% | $4,004-50.8% | $4,300-54.2% |
| Admin fee / account holder | $12,441 | $3,695+236.7% | $3,994+211.5% | $6,925+79.6% |