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 | $69,553 | $79,955-13.0% | $98,461-29.4% | $75,173-7.5% |
| Participation rate | 96.3% | 70.4%+26.0pp | 75.2%+21.2pp | 67.2%+29.1pp |
| Annual return | 13.01% | 19.75%-6.7pp | 21.17%-8.2pp | 160.72%-147.7pp |
| Employer contribution / active EE | $3,755 | $2,264+65.9% | $3,049+23.2% | $2,671+40.6% |
| Participant deferral / active EE | $3,401 | $3,752-9.4% | $4,738-28.2% | $4,126-17.6% |
| Admin fee / account holder | $1,018 | $6,841-85.1% | $8,961-88.6% | $5,651-82.0% |