Filed May 27, 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 | $90,418 | $81,504+10.9% | $102,437-11.7% | $80,959+11.7% |
| Participation rate | 95.1% | 66.9%+28.2pp | 74.5%+20.6pp | 67.7%+27.4pp |
| Annual return | 18.34% | 25.60%-7.3pp | 24.95%-6.6pp | 35.67%-17.3pp |
| Employer contribution / active EE | $10,800 | $3,104+248.0% | $3,871+179.0% | $2,757+291.7% |
| Participant deferral / active EE | $8,442 | $3,871+118.1% | $5,060+66.8% | $4,300+96.3% |
| Admin fee / account holder | $18,590 | $6,719+176.7% | $8,388+121.6% | $6,925+168.4% |