Filed April 16, 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 | $44,569 | $45,566-2.2% | $64,105-30.5% | $59,633-25.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.04% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,873 | $934+100.6% | $1,820+2.9% | $2,203-14.9% |
| Participant deferral / active EE | $3,273 | $2,057+59.1% | $2,822+16.0% | $3,192+2.5% |
| Admin fee / account holder | $5,566 | $3,268+70.3% | $4,499+23.7% | $4,297+29.5% |