Filed June 3, 2025 (most recent of 3 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 | $73,368 | $89,370-17.9% | $141,197-48.0% | $72,976+0.5% |
| Participation rate | 86.4% | 75.1%+11.3pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 22.24% | 111.88%-89.6pp | 71.41%-49.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,084 | $3,115-65.2% | $4,736-77.1% | $2,440-55.6% |
| Participant deferral / active EE | $7,653 | $5,419+41.2% | $6,710+14.0% | $3,608+112.1% |
| Admin fee / account holder | $6,522 | $5,957+9.5% | $10,265-36.5% | $5,124+27.3% |