Filed December 29, 2025
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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 | $34,597 | $81,504-57.6% | $102,437-66.2% | $80,959-57.3% |
| Participation rate | 98.8% | 66.9%+31.9pp | 74.5%+24.2pp | 67.7%+31.1pp |
| Annual return | 20.11% | 25.60%-5.5pp | 24.95%-4.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $1,963 | $3,104-36.8% | $3,871-49.3% | $2,757-28.8% |
| Participant deferral / active EE | $4,678 | $3,871+20.9% | $5,060-7.5% | $4,300+8.8% |
| Admin fee / account holder | $668 | $6,719-90.1% | $8,388-92.0% | $6,925-90.3% |