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 | $108,825+127.0% | $156,181+58.2% | $82,448+199.7% |
| Participation rate | 89.1% | 72.4%+16.8pp | 78.8%+10.3pp | 68.1%+21.1pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $3,427 | $2,870+19.4% | $4,294-20.2% | $2,551+34.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $894 | $9,341-90.4% | $14,586-93.9% | $7,234-87.6% |