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 | $102,385-4.6% | $147,080-33.6% | $80,935+20.6% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 16.09% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $5,030 | $3,717+35.3% | $4,933+2.0% | $2,757+82.5% |
| Participant deferral / active EE | $9,863 | $6,651+48.3% | $8,066+22.3% | $4,299+129.4% |
| Admin fee / account holder | $19,084 | $7,951+140.0% | $12,989+46.9% | $6,924+175.6% |