Filed April 27, 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 | $47,288 | $83,045-43.1% | $130,026-63.6% | $71,495-33.9% |
| Participation rate | 82.9% | 74.1%+8.7pp | 78.5%+4.4pp | 67.9%+14.9pp |
| Annual return | 29.20% | 20.61%+8.6pp | -137.26%+166.5pp | 28.85%+0.3pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,022 | $4,436+13.2% | $5,821-13.7% | $4,291+17.0% |
| Admin fee / account holder | $579 | $1,727-66.4% | $10,608-94.5% | $1,588-63.5% |