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 | $362,215 | $45,152+702.2% | $73,845+390.5% | $59,632+507.4% |
| Participation rate | 97.4% | 64.0%+33.4pp | 73.4%+24.0pp | 68.7%+28.8pp |
| Annual return | 0.19% | 27.40%-27.2pp | 2267.91%-2267.7pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $5,600 | $1,902+194.5% | $2,788+100.9% | $2,203+154.2% |
| Participant deferral / active EE | $15,555 | $2,574+504.4% | $3,583+334.1% | $3,192+387.4% |
| Admin fee / account holder | $2,957 | $3,516-15.9% | $4,881-39.4% | $4,297-31.2% |