Filed April 2, 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 | $244,026 | $201,372+21.2% | $184,260+32.4% | $145,884+67.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.49% | 29.04%-10.5pp | 28.84%-10.3pp | 551.85%-533.4pp |
| Employer contribution / active EE | $8,389 | $7,024+19.4% | $6,427+30.5% | $4,662+79.9% |
| Participant deferral / active EE | $12,530 | $9,808+27.8% | $9,133+37.2% | $6,690+87.3% |
| Admin fee / account holder | $1,212 | $16,362-92.6% | $13,898-91.3% | $13,392-90.9% |