Filed April 16, 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 | $63,064 | $72,273-12.7% | $101,275-37.7% | $79,856-21.0% |
| Participation rate | 73.6% | 68.5%+5.2pp | 75.8%-2.2pp | 69.6%+4.0pp |
| Annual return | 18.37% | 22.30%-3.9pp | 46.48%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,693 | $2,691+0.1% | $3,660-26.4% | $2,471+9.0% |
| Participant deferral / active EE | $5,176 | $3,282+57.7% | $4,371+18.4% | $3,741+38.4% |
| Admin fee / account holder | $3,485 | $4,401-20.8% | $5,948-41.4% | $5,306-34.3% |