Filed April 20, 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 | $107,189 | $70,366+52.3% | $66,674+60.8% | $138,895-22.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.77% | 386.41%-370.6pp | 321.24%-305.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,621 | $2,765+30.9% | $2,620+38.2% | $4,194-13.7% |
| Participant deferral / active EE | $7,878 | $4,374+80.1% | $4,084+92.9% | $6,396+23.2% |
| Admin fee / account holder | $34,641 | $5,262+558.3% | $5,098+579.5% | $12,562+175.8% |