Filed March 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 | $93,066 | $49,177+89.2% | $79,467+17.1% | $64,173+45.0% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.6%+24.4pp |
| Annual return | -6.07% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $15,696 | $2,076+656.0% | $2,800+460.5% | $2,381+559.3% |
| Participant deferral / active EE | $12,722 | $2,821+350.9% | $3,704+243.5% | $3,470+266.7% |
| Admin fee / account holder | $3,574 | $3,839-6.9% | $5,104-30.0% | $4,887-26.9% |