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 | $854,772 | $85,171+903.6% | $172,753+394.8% | $72,976+1071.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.50% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $42,397 | $3,324+1175.5% | $5,144+724.2% | $2,440+1637.5% |
| Participant deferral / active EE | $2,111 | $3,260-35.2% | $5,198-59.4% | $3,608-41.5% |
| Admin fee / account holder | $6,932 | $5,880+17.9% | $13,956-50.3% | $5,124+35.3% |