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 | $81,446+11.0% | $103,374-12.5% | $80,874+11.8% |
| Participation rate | 95.1% | 66.9%+28.2pp | 74.5%+20.6pp | 67.6%+27.4pp |
| Annual return | 18.34% | 25.57%-7.2pp | 24.89%-6.5pp | 35.62%-17.3pp |
| Employer contribution / active EE | $10,800 | $3,107+247.6% | $3,869+179.1% | $2,756+291.9% |
| Participant deferral / active EE | $8,442 | $3,870+118.1% | $5,058+66.9% | $4,297+96.5% |
| Admin fee / account holder | $18,590 | $6,715+176.9% | $8,394+121.5% | $6,935+168.1% |