Filed February 23, 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 | $139,569 | $109,359+27.6% | $162,185-13.9% | $72,976+91.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.98% | 25.46%-5.5pp | 115.61%-95.6pp | 81.02%-61.0pp |
| Employer contribution / active EE | $6,177 | $3,907+58.1% | $5,613+10.0% | $2,440+153.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,237 | $7,972-59.4% | $10,844-70.2% | $5,124-36.8% |