Filed September 18, 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 | $59,854 | $29,319+104.1% | $52,425+14.2% | $82,448-27.4% |
| Participation rate | 98.5% | 46.9%+51.7pp | 55.6%+42.9pp | 68.1%+30.4pp |
| Annual return | 16.84% | 535.20%-518.4pp | 302.12%-285.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,259 | $586+626.2% | $914+365.8% | $2,551+66.9% |
| Participant deferral / active EE | $5,358 | $1,171+357.4% | $1,790+199.3% | $4,139+29.4% |
| Admin fee / account holder | $3,543 | $1,962+80.5% | $2,495+42.0% | $7,234-51.0% |