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 | $186,439 | $73,978+152.0% | $96,515+93.2% | $75,173+148.0% |
| Participation rate | 92.8% | 66.4%+26.4pp | 74.3%+18.4pp | 67.2%+25.6pp |
| Annual return | 16.76% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $4,884 | $2,931+66.7% | $3,740+30.6% | $2,671+82.9% |
| Participant deferral / active EE | $11,477 | $3,660+213.6% | $4,880+135.2% | $4,126+178.1% |
| Admin fee / account holder | $37,881 | $5,219+625.9% | $6,735+462.4% | $5,651+570.4% |