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 | $119,750 | $106,267+12.7% | $96,520+24.1% | $139,456-14.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.46% | 38.45%-24.0pp | 35.72%-21.3pp | 373.45%-359.0pp |
| Employer contribution / active EE | $11,060 | $4,105+169.4% | $3,739+195.8% | $4,753+132.7% |
| Participant deferral / active EE | $8,638 | $5,454+58.4% | $4,879+77.0% | $6,711+28.7% |
| Admin fee / account holder | $53,496 | $7,882+578.7% | $6,733+694.5% | $11,407+369.0% |