Filed May 27, 2026 (most recent of 4 filings on file)
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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 | $148,097 | $49,177+201.2% | $79,467+86.4% | $64,173+130.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.73% | -1.16%-4.6pp | 718.30%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $13,681 | $2,076+558.9% | $2,800+388.5% | $2,381+474.6% |
| Participant deferral / active EE | $10,308 | $2,821+265.3% | $3,704+178.3% | $3,470+197.1% |
| Admin fee / account holder | $7,676 | $3,839+99.9% | $5,104+50.4% | $4,887+57.0% |