Filed May 12, 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 | $206,504 | $80,781+155.6% | $102,437+101.6% | $74,478+177.3% |
| Participation rate | 92.5% | 65.7%+26.8pp | 74.5%+17.9pp | 67.2%+25.2pp |
| Annual return | 14.76% | 27.58%-12.8pp | 24.95%-10.2pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $3,302 | $3,160+4.5% | $3,871-14.7% | $2,626+25.7% |
| Participant deferral / active EE | $10,777 | $3,862+179.0% | $5,060+113.0% | $4,350+147.7% |
| Admin fee / account holder | $13,924 | $2,372+487.0% | $8,388+66.0% | $1,946+615.6% |