Filed September 4, 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 | $45,333 | $62,177-27.1% | $81,370-44.3% | $74,478-39.1% |
| Participation rate | 71.1% | 64.1%+7.0pp | 69.5%+1.5pp | 67.2%+3.8pp |
| Annual return | 24.00% | 16.62%+7.4pp | 24.85%-0.8pp | 1370.56%-1346.6pp |
| Employer contribution / active EE | $3,809 | $1,881+102.5% | $2,464+54.6% | $2,626+45.0% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,336 | $1,927+73.1% | $5,749-42.0% | $1,946+71.5% |