Filed May 21, 2026
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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 | $74,080 | $79,867-7.2% | $120,344-38.4% | $64,340+15.1% |
| Participation rate | 98.7% | 63.0%+35.7pp | 76.7%+21.9pp | 55.2%+43.4pp |
| Annual return | 47.70% | 21.10%+26.6pp | 20.30%+27.4pp | 24.14%+23.6pp |
| Employer contribution / active EE | $6,579 | $1,925+241.8% | $3,020+117.9% | $1,862+253.4% |
| Participant deferral / active EE | $13,504 | $3,593+275.8% | $5,135+163.0% | $2,980+353.1% |
| Admin fee / account holder | $8,543 | $5,039+69.5% | $12,742-33.0% | $3,703+130.7% |