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 | $114,013-6.0% | $103,693+3.4% | $155,188-30.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.77% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $3,621 | $3,131+15.6% | $2,920+24.0% | $4,248-14.8% |
| Participant deferral / active EE | $7,878 | $4,970+58.5% | $4,579+72.0% | $6,531+20.6% |
| Admin fee / account holder | $34,641 | $8,407+312.1% | $7,858+340.8% | $14,480+139.2% |