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 | $87,465-15.3% | $122,979-39.8% | $65,306+13.4% |
| Participation rate | 98.7% | 66.0%+32.6pp | 77.2%+21.5pp | 57.7%+41.0pp |
| Annual return | 47.70% | 19.76%+27.9pp | 20.12%+27.6pp | 21.94%+25.8pp |
| Employer contribution / active EE | $6,579 | $2,156+205.2% | $3,062+114.9% | $1,967+234.4% |
| Participant deferral / active EE | $13,504 | $3,705+264.4% | $5,003+169.9% | $2,959+356.3% |
| Admin fee / account holder | $8,543 | $5,100+67.5% | $12,864-33.6% | $3,480+145.5% |