Filed June 5, 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 | $34,611 | $73,848-53.1% | $143,799-75.9% | $68,486-49.5% |
| Participation rate | 85.9% | 66.7%+19.2pp | 80.3%+5.6pp | 67.9%+18.0pp |
| Annual return | -13.62% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,351 | $3,184-26.2% | $4,952-52.5% | $2,597-9.5% |
| Participant deferral / active EE | $2,793 | $3,385-17.5% | $5,638-50.5% | $4,028-30.6% |
| Admin fee / account holder | $3,728 | $5,755-35.2% | $14,677-74.6% | $5,404-31.0% |