Filed April 1, 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 | $51,231 | $102,385-50.0% | $147,080-65.2% | $80,935-36.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.53% | 135.09%-115.6pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $6,805 | $3,717+83.1% | $4,933+37.9% | $2,757+146.8% |
| Participant deferral / active EE | $7,250 | $6,651+9.0% | $8,066-10.1% | $4,299+68.6% |
| Admin fee / account holder | $2,702 | $7,951-66.0% | $12,989-79.2% | $6,924-61.0% |