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 | $180,381 | $42,909+320.4% | $60,906+196.2% | $68,486+163.4% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -6.93% | -13.99%+7.1pp | 16.94%-23.9pp | -7.85%+0.9pp |
| Employer contribution / active EE | $17,110 | $1,979+764.7% | $2,703+533.0% | $2,597+558.9% |
| Participant deferral / active EE | $3,696 | $2,866+28.9% | $3,814-3.1% | $4,028-8.2% |
| Admin fee / account holder | $25,038 | $3,104+706.6% | $3,227+675.9% | $5,404+363.3% |