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 | $70,391 | $64,729+8.7% | $112,263-37.3% | $68,490+2.8% |
| Participation rate | 96.7% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.8pp |
| Annual return | -19.39% | -11.40%-8.0pp | 27.49%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $4,787 | $2,746+74.3% | $3,636+31.7% | $2,597+84.4% |
| Participant deferral / active EE | $6,895 | $3,566+93.4% | $4,729+45.8% | $4,028+71.2% |
| Admin fee / account holder | $13,402 | $5,222+156.7% | $6,410+109.1% | $5,403+148.1% |