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 | $611,342 | $77,920+684.6% | $149,723+308.3% | $75,177+713.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.18% | 31.72%-17.5pp | 134.50%-120.3pp | 160.75%-146.6pp |
| Employer contribution / active EE | $43,347 | $3,138+1281.3% | $4,821+799.1% | $2,671+1522.8% |
| Participant deferral / active EE | $2,818 | $3,411-17.4% | $5,682-50.4% | $4,126-31.7% |
| Admin fee / account holder | $115,250 | $5,951+1836.8% | $13,215+772.1% | $5,651+1939.3% |