Filed January 29, 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 | $101,112 | $82,028+23.3% | $123,105-17.9% | $59,633+69.6% |
| Participation rate | 98.5% | 83.2%+15.3pp | 86.8%+11.7pp | 68.7%+29.8pp |
| Annual return | 10.80% | 5.12%+5.7pp | 13.22%-2.4pp | 2041.45%-2030.6pp |
| Employer contribution / active EE | $2,769 | $3,297-16.0% | $5,151-46.2% | $2,203+25.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,309 | $5,879-60.7% | $9,014-74.4% | $4,297-46.3% |