Filed January 19, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $743,430 | $58,311+1174.9% | $81,882+807.9% | $80,959+818.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.65% | 41.85%-27.2pp | 779.47%-764.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $7,603 | $2,347+224.0% | $2,916+160.7% | $2,757+175.8% |
| Participant deferral / active EE | $24,923 | $3,287+658.2% | $4,323+476.5% | $4,300+479.6% |
| Admin fee / account holder | $29,717 | $4,752+525.3% | $7,360+303.8% | $6,925+329.1% |