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 | $55,080 | $63,346-13.0% | $92,240-40.3% | $70,126-21.5% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 22.93% | 530.19%-507.3pp | 176.29%-153.4pp | 73.15%-50.2pp |
| Employer contribution / active EE | $2,982 | $2,471+20.7% | $3,680-19.0% | $2,343+27.3% |
| Participant deferral / active EE | $5,196 | $2,854+82.1% | $3,897+33.3% | $3,332+56.0% |
| Admin fee / account holder | $1,983 | $3,841-48.4% | $5,194-61.8% | $4,645-57.3% |