Filed March 24, 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 | $79,195 | $932,052-91.5% | $189,537-58.2% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 87.8%-87.8pp | - |
| Annual return | 13.88% | 10.81%+3.1pp | 555.34%-541.5pp | - |
| Employer contribution / active EE | $0 | $3,785-100.0% | $6,161-100.0% | - |
| Participant deferral / active EE | $0 | $5,497-100.0% | $8,220-100.0% | - |
| Admin fee / account holder | $1,508 | $117,148-98.7% | $12,048-87.5% | - |