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 | $133,364 | $54,763+143.5% | $90,324+47.7% | $72,976+82.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.13% | 30.63%-3.5pp | 78.15%-51.0pp | 81.02%-53.9pp |
| Employer contribution / active EE | $19,526 | $2,093+832.8% | $2,856+583.8% | $2,440+700.2% |
| Participant deferral / active EE | $14,135 | $2,887+389.5% | $3,885+263.8% | $3,608+291.8% |
| Admin fee / account holder | $7,048 | $3,973+77.4% | $5,356+31.6% | $5,124+37.6% |