Filed December 18, 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 | $62,181 | $109,359-43.1% | $162,185-61.7% | $72,976-14.8% |
| Participation rate | 91.6% | 84.3%+7.3pp | 87.6%+4.0pp | 69.5%+22.1pp |
| Annual return | 21.40% | 25.46%-4.1pp | 115.61%-94.2pp | 81.02%-59.6pp |
| Employer contribution / active EE | $2,799 | $3,907-28.4% | $5,613-50.1% | $2,440+14.7% |
| Participant deferral / active EE | $3,181 | $5,481-42.0% | $7,297-56.4% | $3,608-11.8% |
| Admin fee / account holder | $890 | $7,972-88.8% | $10,844-91.8% | $5,124-82.6% |