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 | $67,453 | $58,493+15.3% | $84,023-19.7% | $72,976-7.6% |
| Participation rate | 84.5% | 61.2%+23.3pp | 69.0%+15.5pp | 69.5%+15.0pp |
| Annual return | 26.48% | 28.93%-2.5pp | 71.32%-44.8pp | 81.02%-54.5pp |
| Employer contribution / active EE | $3,117 | $1,163+168.0% | $1,984+57.1% | $2,440+27.7% |
| Participant deferral / active EE | $4,031 | $2,394+68.4% | $3,239+24.5% | $3,608+11.7% |
| Admin fee / account holder | $2,303 | $4,569-49.6% | $6,102-62.3% | $5,124-55.1% |