Filed June 29, 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 | $132,820 | $48,011+176.6% | $63,803+108.2% | $82,637+60.7% |
| Participation rate | 84.9% | 66.6%+18.3pp | 72.7%+12.2pp | 68.1%+16.9pp |
| Annual return | 12.98% | 19.84%-6.9pp | 543.72%-530.7pp | 53.51%-40.5pp |
| Employer contribution / active EE | $4,624 | $1,904+142.9% | $2,532+82.6% | $2,552+81.2% |
| Participant deferral / active EE | $8,543 | $2,846+200.1% | $3,843+122.3% | $4,126+107.0% |
| Admin fee / account holder | $3,418 | $3,873-11.8% | $5,196-34.2% | $7,339-53.4% |