Filed April 4, 2025 (most recent of 3 filings on file)
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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 | $109,047 | $103,966+4.9% | $112,923-3.4% | $75,177+45.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 19.17% | 24.54%-5.4pp | 34.13%-15.0pp | 160.75%-141.6pp |
| Employer contribution / active EE | $2,878 | $3,870-25.6% | $4,570-37.0% | $2,671+7.8% |
| Participant deferral / active EE | $5,242 | $5,456-3.9% | $6,520-19.6% | $4,126+27.0% |
| Admin fee / account holder | $5,397 | $7,663-29.6% | $7,046-23.4% | $5,651-4.5% |