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 | $668,066 | $73,863+804.5% | $143,797+364.6% | $68,490+875.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.83% | 0.91%-16.7pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $43,174 | $3,185+1255.6% | $4,952+771.8% | $2,597+1562.7% |
| Participant deferral / active EE | $2,537 | $3,385-25.1% | $5,638-55.0% | $4,028-37.0% |
| Admin fee / account holder | $3,864 | $5,756-32.9% | $14,679-73.7% | $5,403-28.5% |