Filed July 28, 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 | $51,593 | $85,766-39.8% | $136,298-62.1% | $70,126-26.4% |
| Participation rate | 92.4% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 20.75% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $4,637 | $2,966+56.3% | $4,696-1.3% | $2,343+97.9% |
| Participant deferral / active EE | $6,966 | $5,051+37.9% | $6,247+11.5% | $3,332+109.1% |
| Admin fee / account holder | $1,498 | $5,421-72.4% | $9,244-83.8% | $4,645-67.7% |