Filed June 8, 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 | $72,726 | $61,660+17.9% | $80,022-9.1% | $64,173+13.3% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | -5.92% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,663 | $1,810+102.3% | $2,468+48.4% | $2,381+53.9% |
| Participant deferral / active EE | $3,506 | $2,968+18.2% | $3,686-4.9% | $3,470+1.1% |
| Admin fee / account holder | $669 | $5,417-87.6% | $6,521-89.7% | $4,887-86.3% |