Filed July 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 | $97,635 | $102,393-4.6% | $147,041-33.6% | $80,911+20.7% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.6%+27.4pp |
| Annual return | 16.09% | 134.95%-118.9pp | 419.21%-403.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $5,030 | $3,715+35.4% | $4,935+1.9% | $2,756+82.5% |
| Participant deferral / active EE | $9,863 | $6,647+48.4% | $8,071+22.2% | $4,297+129.5% |
| Admin fee / account holder | $19,084 | $7,943+140.3% | $13,006+46.7% | $6,935+175.2% |