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 | $91,619 | $107,363-14.7% | $92,909-1.4% | $152,897-40.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.82% | 145.63%-127.8pp | 109.44%-91.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $17,669 | $4,222+318.5% | $3,653+383.6% | $4,764+270.9% |
| Participant deferral / active EE | $12,760 | $4,848+163.2% | $4,238+201.1% | $5,851+118.1% |
| Admin fee / account holder | $9,284 | $7,082+31.1% | $5,795+60.2% | $11,599-20.0% |