Filed May 9, 2025 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,284 | $53,841+233.0% | $75,731+136.7% | $85,851+108.8% |
| Participation rate | 87.3% | 69.0%+18.3pp | 74.8%+12.5pp | 69.3%+18.0pp |
| Annual return | 24.08% | 24.54%-0.5pp | 104.65%-80.6pp | 318.63%-294.6pp |
| Employer contribution / active EE | $4,015 | $2,017+99.1% | $2,743+46.4% | $2,565+56.5% |
| Participant deferral / active EE | $5,436 | $2,895+87.8% | $3,820+42.3% | $3,952+37.5% |
| Admin fee / account holder | $2,066 | $3,340-38.2% | $3,620-42.9% | $6,261-67.0% |