Filed March 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 | $520,146 | $112,112+364.0% | $95,956+442.1% | $158,950+227.2% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.2pp |
| Annual return | 33.87% | 171.15%-137.3pp | 91.63%-57.8pp | 302.91%-269.0pp |
| Employer contribution / active EE | $12,271 | $3,199+283.6% | $2,541+382.9% | $4,762+157.7% |
| Participant deferral / active EE | $24,368 | $4,784+409.4% | $4,167+484.9% | $5,983+307.3% |
| Admin fee / account holder | $2,820 | $10,134-72.2% | $6,797-58.5% | $11,248-74.9% |