Filed March 11, 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 | $19,433 | $36,767-47.1% | $81,473-76.1% | $62,293-68.8% |
| Participation rate | 96.3% | 54.4%+41.9pp | 68.0%+28.4pp | 69.5%+26.8pp |
| Annual return | 55.23% | 173.80%-118.6pp | 38.78%+16.5pp | 28.90%+26.3pp |
| Employer contribution / active EE | $4,195 | $1,128+271.8% | $2,568+63.4% | $2,042+105.4% |
| Participant deferral / active EE | $5,509 | $2,111+161.0% | $3,537+55.7% | $3,169+73.8% |
| Admin fee / account holder | $650 | $797-18.4% | $4,561-85.7% | $479+35.7% |