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 | $81,334+0.8% | $113,397-27.7% | $64,097+27.9% |
| Participation rate | 74.2% | 65.6%+8.5pp | 76.5%-2.3pp | 55.2%+19.0pp |
| Annual return | 17.59% | 32.50%-14.9pp | 23.20%-5.6pp | 34.64%-17.1pp |
| Employer contribution / active EE | $3,298 | $2,077+58.8% | $2,977+10.8% | $1,891+74.3% |
| Participant deferral / active EE | $5,894 | $3,795+55.3% | $5,076+16.1% | $3,080+91.4% |
| Admin fee / account holder | $3,644 | $4,208-13.4% | $11,957-69.5% | $3,454+5.5% |