Filed August 14, 2025 (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 | $110,702 | $81,487+35.9% | $102,412+8.1% | $80,935+36.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.28% | 25.60%-12.3pp | 24.94%-11.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,580 | $3,103-49.1% | $3,870-59.2% | $2,757-42.7% |
| Participant deferral / active EE | $5,248 | $3,871+35.6% | $5,060+3.7% | $4,299+22.1% |
| Admin fee / account holder | $2,347 | $6,717-65.1% | $8,388-72.0% | $6,924-66.1% |