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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,242 | $54,370+409.9% | $82,763+235.0% | $68,490+304.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -4.55% | -13.67%+9.1pp | 702.45%-707.0pp | -7.85%+3.3pp |
| Employer contribution / active EE | $24,225 | $2,219+991.6% | $3,008+705.3% | $2,597+832.9% |
| Participant deferral / active EE | $15,542 | $3,247+378.6% | $4,395+253.6% | $4,028+285.9% |
| Admin fee / account holder | $8,878 | $4,398+101.9% | $5,325+66.7% | $5,403+64.3% |