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 | $189,403 | $60,139+214.9% | $90,461+109.4% | $79,856+137.2% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 21.94% | 71.96%-50.0pp | 1294.76%-1272.8pp | 31.71%-9.8pp |
| Employer contribution / active EE | $20,104 | $2,069+871.8% | $3,264+516.0% | $2,471+713.5% |
| Participant deferral / active EE | $14,348 | $2,939+388.2% | $3,964+261.9% | $3,741+283.6% |
| Admin fee / account holder | $3,746 | $3,978-5.8% | $5,617-33.3% | $5,306-29.4% |