Filed February 11, 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 | $87,180 | $111,878-22.1% | $93,727-7.0% | $145,897-40.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.11% | 204.28%-193.2pp | 133.83%-122.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $14,669 | $3,092+374.4% | $2,421+505.8% | $4,663+214.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $869 | $10,256-91.5% | $8,292-89.5% | $13,390-93.5% |