Filed April 3, 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 | $41,029 | $106,008-61.3% | $92,240-55.5% | $147,586-72.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.48% | 50.05%-38.6pp | 176.29%-164.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $9,837 | $4,333+127.0% | $3,680+167.3% | $4,876+101.7% |
| Participant deferral / active EE | $16,297 | $4,478+263.9% | $3,897+318.2% | $5,439+199.6% |
| Admin fee / account holder | $370,818 | $6,333+5755.3% | $5,194+7039.2% | $10,886+3306.5% |