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 | $57,395 | $73,009-21.4% | $90,760-36.8% | $68,486-16.2% |
| Participation rate | 86.8% | 70.8%+15.9pp | 75.7%+11.1pp | 67.9%+18.9pp |
| Annual return | -15.40% | -13.81%-1.6pp | -12.16%-3.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,034 | $2,193+84.0% | $2,922+38.1% | $2,597+55.3% |
| Participant deferral / active EE | $3,292 | $3,626-9.2% | $4,565-27.9% | $4,028-18.3% |
| Admin fee / account holder | $11,066 | $5,896+87.7% | $8,444+31.0% | $5,404+104.8% |