Filed February 9, 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 | $12,466 | $54,357-77.1% | $82,706-84.9% | $68,495-81.8% |
| Participation rate | 96.7% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.8pp |
| Annual return | -12.33% | -13.67%+1.3pp | 701.76%-714.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,338 | $2,218-39.7% | $3,007-55.5% | $2,596-48.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $628 | $4,396-85.7% | $5,329-88.2% | $5,403-88.4% |