Filed March 25, 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 | $87,917 | $131,835-33.3% | $108,582-19.0% | $273,972-67.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.66% | -91.57%+99.2pp | -51.70%+59.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $12,168 | $4,913+147.7% | $3,758+223.8% | $4,869+149.9% |
| Participant deferral / active EE | $5,146 | $5,127+0.4% | $4,311+19.4% | $5,287-2.7% |
| Admin fee / account holder | $1,447 | $10,253-85.9% | $7,645-81.1% | $10,133-85.7% |