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 | $91,608 | $125,797-27.2% | $170,043-46.1% | $75,173+21.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.66% | 27.20%-12.5pp | 53.40%-38.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,522 | $4,616-67.0% | $6,790-77.6% | $2,671-43.0% |
| Participant deferral / active EE | $4,251 | $6,838-37.8% | $10,410-59.2% | $4,126+3.0% |
| Admin fee / account holder | $687 | $8,177-91.6% | $12,824-94.6% | $5,651-87.8% |