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 | $201,264+21.2% | $184,185+32.5% | $145,978+67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.49% | 29.00%-10.5pp | 28.81%-10.3pp | 550.52%-532.0pp |
| Employer contribution / active EE | $8,389 | $7,021+19.5% | $6,426+30.5% | $4,662+79.9% |
| Participant deferral / active EE | $12,530 | $9,806+27.8% | $9,132+37.2% | $6,690+87.3% |
| Admin fee / account holder | $1,212 | $16,376-92.6% | $13,909-91.3% | $13,400-91.0% |