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 | $87,009 | $81,208+7.1% | $98,920-12.0% | $79,852+9.0% |
| Participation rate | 91.9% | 72.5%+19.4pp | 76.0%+15.9pp | 69.6%+22.3pp |
| Annual return | 12.24% | 60.99%-48.8pp | 196.47%-184.2pp | 31.72%-19.5pp |
| Employer contribution / active EE | $3,643 | $1,960+85.9% | $2,689+35.4% | $2,471+47.4% |
| Participant deferral / active EE | $3,496 | $3,265+7.1% | $4,245-17.6% | $3,740-6.5% |
| Admin fee / account holder | $1,426 | $6,013-76.3% | $6,643-78.5% | $5,306-73.1% |