Filed April 6, 2026 (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 | $153,908 | $146,267+5.2% | $197,124-21.9% | $82,448+86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.82% | 29.61%-11.8pp | 44.34%-26.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $5,992 | $4,723+26.9% | $6,227-3.8% | $2,551+134.9% |
| Participant deferral / active EE | $6,389 | $7,035-9.2% | $9,135-30.1% | $4,139+54.4% |
| Admin fee / account holder | $4,696 | $14,422-67.4% | $16,298-71.2% | $7,234-35.1% |