Filed February 16, 2026
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,580 | $148,623+137.9% | $135,974+160.0% | $139,466+153.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.29% | 79.30%-71.0pp | 68.30%-60.0pp | 373.66%-365.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $21,167 | $8,103+161.2% | $7,760+172.8% | $6,712+215.4% |
| Admin fee / account holder | $392 | $12,406-96.8% | $10,767-96.4% | $11,409-96.6% |