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 | $143,969+6.9% | $199,883-23.0% | $82,637+86.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 17.82% | 25.67%-7.9pp | 43.81%-26.0pp | 53.51%-35.7pp |
| Employer contribution / active EE | $5,992 | $4,632+29.3% | $6,261-4.3% | $2,552+134.8% |
| Participant deferral / active EE | $6,389 | $6,937-7.9% | $9,138-30.1% | $4,126+54.8% |
| Admin fee / account holder | $4,696 | $14,597-67.8% | $17,268-72.8% | $7,339-36.0% |