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 | $79,570 | $73,988+7.5% | $96,538-17.6% | $75,177+5.8% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 18.28% | 26.73%-8.4pp | 35.74%-17.5pp | 160.75%-142.5pp |
| Employer contribution / active EE | $3,908 | $2,930+33.3% | $3,740+4.5% | $2,671+46.3% |
| Participant deferral / active EE | $6,462 | $3,660+76.5% | $4,880+32.4% | $4,126+56.6% |
| Admin fee / account holder | $8,102 | $5,220+55.2% | $6,737+20.3% | $5,651+43.4% |