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 | $97,189 | $124,980-22.2% | $108,359-10.3% | $154,746-37.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.62% | 45.00%-34.4pp | 36.89%-26.3pp | 172.34%-161.7pp |
| Employer contribution / active EE | $20,109 | $2,851+605.4% | $2,399+738.1% | $4,379+359.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $26,119 | $11,502+127.1% | $9,741+168.1% | $14,365+81.8% |