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 | $145,431+5.8% | $211,142-27.1% | $87,485+75.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 17.82% | 27.21%-9.4pp | 46.84%-29.0pp | 26.06%-8.2pp |
| Employer contribution / active EE | $5,992 | $4,662+28.5% | $6,442-7.0% | $2,596+130.8% |
| Participant deferral / active EE | $6,389 | $6,859-6.8% | $9,284-31.2% | $4,274+49.5% |
| Admin fee / account holder | $4,696 | $17,052-72.5% | $19,076-75.4% | $7,775-39.6% |