Filed April 28, 2025
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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 | $203,853 | $82,674+146.6% | $125,381+62.6% | $68,486+197.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.62% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $11,060 | $3,382+227.0% | $4,815+129.7% | $2,597+325.9% |
| Participant deferral / active EE | $9,870 | $6,111+61.5% | $7,448+32.5% | $4,028+145.1% |
| Admin fee / account holder | $2,003 | $6,277-68.1% | $10,007-80.0% | $5,404-62.9% |