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 | $84,768 | $81,487+4.0% | $102,412-17.2% | $80,935+4.7% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.7%+26.5pp |
| Annual return | 13.27% | 25.60%-12.3pp | 24.94%-11.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,686 | $3,103+18.8% | $3,870-4.7% | $2,757+33.7% |
| Participant deferral / active EE | $6,111 | $3,871+57.9% | $5,060+20.8% | $4,299+42.1% |
| Admin fee / account holder | $8,260 | $6,717+23.0% | $8,388-1.5% | $6,924+19.3% |