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 | $85,515-4.1% | $112,040-26.8% | $67,986+20.6% |
| Participation rate | 74.2% | 68.2%+6.0pp | 76.5%-2.3pp | 57.2%+17.0pp |
| Annual return | 17.59% | 29.68%-12.1pp | 24.52%-6.9pp | 31.67%-14.1pp |
| Employer contribution / active EE | $3,298 | $2,191+50.5% | $2,954+11.6% | $2,019+63.4% |
| Participant deferral / active EE | $5,894 | $4,014+46.8% | $5,098+15.6% | $3,358+75.5% |
| Admin fee / account holder | $3,644 | $3,774-3.4% | $12,098-69.9% | $3,203+13.8% |