Filed April 2, 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 | $247,073 | $110,137+124.3% | $161,149+53.3% | $82,637+199.0% |
| Participation rate | 89.1% | 72.4%+16.8pp | 78.8%+10.3pp | 68.1%+21.1pp |
| Annual return | 0.00% | 20.69%-20.7pp | 21.16%-21.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $3,427 | $2,856+20.0% | $4,360-21.4% | $2,552+34.3% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $894 | $9,467-90.6% | $15,194-94.1% | $7,339-87.8% |