Filed August 24, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $667,704 | $76,407+773.9% | $150,298+344.3% | $82,448+709.9% |
| Participation rate | 86.6% | 66.4%+20.2pp | 77.8%+8.8pp | 68.1%+18.5pp |
| Annual return | 15.95% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $43,560 | $2,614+1566.4% | $4,154+948.6% | $2,551+1607.6% |
| Participant deferral / active EE | $11,890 | $3,214+269.9% | $5,453+118.1% | $4,139+187.2% |
| Admin fee / account holder | $21,741 | $6,352+242.3% | $14,116+54.0% | $7,234+200.5% |