Filed March 14, 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 | $32,547 | $73,848-55.9% | $143,799-77.4% | $68,486-52.5% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.9pp |
| Annual return | -17.01% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $850 | $3,184-73.3% | $4,952-82.8% | $2,597-67.3% |
| Participant deferral / active EE | $4,711 | $3,385+39.2% | $5,638-16.5% | $4,028+17.0% |
| Admin fee / account holder | $2,400 | $5,755-58.3% | $14,677-83.6% | $5,404-55.6% |