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 | $81,892 | $76,371+7.2% | $93,621-12.5% | $72,975+12.2% |
| Participation rate | 88.9% | 71.8%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 19.58% | 25.82%-6.2pp | 32.76%-13.2pp | 81.01%-61.4pp |
| Employer contribution / active EE | $3,677 | $2,276+61.6% | $2,719+35.2% | $2,440+50.7% |
| Participant deferral / active EE | $3,507 | $3,538-0.9% | $4,070-13.8% | $3,608-2.8% |
| Admin fee / account holder | $2,179 | $6,839-68.1% | $7,890-72.4% | $5,124-57.5% |