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 | $96,265 | $78,682+22.3% | $109,188-11.8% | $85,851+12.1% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 14.04% | 25.09%-11.1pp | 25.76%-11.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $4,677 | $2,734+71.1% | $3,723+25.6% | $2,565+82.3% |
| Participant deferral / active EE | $6,676 | $3,468+92.5% | $4,654+43.5% | $3,952+68.9% |
| Admin fee / account holder | $8,052 | $5,470+47.2% | $6,755+19.2% | $6,261+28.6% |