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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,034 | $209,874-47.6% | $189,537-41.9% | $167,536-34.3% |
| Participation rate | 76.5% | 88.7%-12.2pp | 87.8%-11.3pp | 82.1%-5.6pp |
| Annual return | 20.37% | 748.61%-728.2pp | 555.34%-535.0pp | 478.82%-458.5pp |
| Employer contribution / active EE | $2,144 | $6,913-69.0% | $6,161-65.2% | $4,839-55.7% |
| Participant deferral / active EE | $3,992 | $8,934-55.3% | $8,220-51.4% | $6,342-37.1% |
| Admin fee / account holder | $2,101 | $14,299-85.3% | $12,048-82.6% | $12,315-82.9% |