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 | $154,377 | $43,338+256.2% | $59,887+157.8% | $64,173+140.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 41.06% | -1.55%+42.6pp | 3.46%+37.6pp | 7.63%+33.4pp |
| Employer contribution / active EE | $15,344 | $2,030+655.9% | $2,722+463.6% | $2,381+544.5% |
| Participant deferral / active EE | $3,185 | $2,547+25.0% | $3,402-6.4% | $3,470-8.2% |
| Admin fee / account holder | $15,091 | $3,007+401.8% | $3,591+320.2% | $4,887+208.8% |