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 | $62,166-27.1% | $81,286-44.2% | $74,429-39.1% |
| Participation rate | 71.1% | 64.1%+7.0pp | 69.5%+1.5pp | 67.2%+3.8pp |
| Annual return | 24.00% | 16.50%+7.5pp | 24.80%-0.8pp | 1368.38%-1344.4pp |
| Employer contribution / active EE | $3,809 | $1,881+102.5% | $2,463+54.7% | $2,625+45.1% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,336 | $1,925+73.3% | $5,764-42.1% | $1,944+71.6% |