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 | $45,315 | $34,316+32.1% | $74,723-39.4% | $72,976-37.9% |
| Participation rate | 98.2% | 42.4%+55.8pp | 54.5%+43.8pp | 69.5%+28.8pp |
| Annual return | 22.33% | 26.58%-4.2pp | 753.18%-730.8pp | 81.02%-58.7pp |
| Employer contribution / active EE | $3,878 | $692+460.5% | $1,084+257.6% | $2,440+58.9% |
| Participant deferral / active EE | $5,450 | $1,272+328.6% | $1,962+177.9% | $3,608+51.1% |
| Admin fee / account holder | $3,131 | $2,125+47.3% | $3,335-6.1% | $5,124-38.9% |