Filed April 29, 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 | $81,991 | $79,867+2.7% | $120,344-31.9% | $64,340+27.4% |
| Participation rate | 74.2% | 63.0%+11.2pp | 76.7%-2.5pp | 55.2%+18.9pp |
| Annual return | 17.59% | 21.10%-3.5pp | 20.30%-2.7pp | 24.14%-6.6pp |
| Employer contribution / active EE | $3,298 | $1,925+71.3% | $3,020+9.2% | $1,862+77.1% |
| Participant deferral / active EE | $5,894 | $3,593+64.1% | $5,135+14.8% | $2,980+97.8% |
| Admin fee / account holder | $3,644 | $5,039-27.7% | $12,742-71.4% | $3,703-1.6% |