Filed May 27, 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 | $751,454 | $75,962+889.3% | $154,108+387.6% | $64,173+1071.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $39,531 | $3,350+1080.1% | $5,298+646.2% | $2,381+1560.4% |
| Participant deferral / active EE | $3,314 | $3,175+4.4% | $5,081-34.8% | $3,470-4.5% |
| Admin fee / account holder | $32,451 | $5,589+480.6% | $13,411+142.0% | $4,887+564.0% |