Filed May 12, 2026
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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 | $193,460 | $64,719+198.9% | $112,249+72.3% | $68,486+182.5% |
| Participation rate | 89.0% | 67.2%+21.9pp | 75.1%+13.9pp | 67.9%+21.1pp |
| Annual return | -18.46% | -11.40%-7.1pp | 27.48%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $4,315 | $2,747+57.1% | $3,636+18.7% | $2,597+66.2% |
| Participant deferral / active EE | $10,257 | $3,565+187.7% | $4,729+116.9% | $4,028+154.7% |
| Admin fee / account holder | $26,206 | $5,232+400.9% | $6,412+308.7% | $5,404+385.0% |