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 | $85,515-13.4% | $112,040-33.9% | $67,986+9.0% |
| Participation rate | 98.7% | 68.2%+30.4pp | 76.5%+22.2pp | 57.2%+41.5pp |
| Annual return | 47.70% | 29.68%+18.0pp | 24.52%+23.2pp | 31.67%+16.0pp |
| Employer contribution / active EE | $6,579 | $2,191+200.3% | $2,954+122.7% | $2,019+225.9% |
| Participant deferral / active EE | $13,504 | $4,014+236.4% | $5,098+164.9% | $3,358+302.1% |
| Admin fee / account holder | $8,543 | $3,774+126.4% | $12,098-29.4% | $3,203+166.7% |