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 | $87,644 | $70,430+24.4% | $96,572-9.2% | $85,851+2.1% |
| Participation rate | 96.6% | 61.8%+34.7pp | 69.8%+26.7pp | 69.3%+27.2pp |
| Annual return | 16.27% | 18.58%-2.3pp | 37.79%-21.5pp | 318.63%-302.4pp |
| Employer contribution / active EE | $2,981 | $1,413+110.9% | $2,357+26.5% | $2,565+16.2% |
| Participant deferral / active EE | $4,441 | $2,894+53.4% | $3,850+15.4% | $3,952+12.4% |
| Admin fee / account holder | $1,936 | $4,996-61.3% | $6,183-68.7% | $6,261-69.1% |