Filed March 21, 2025 (most recent of 3 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 | $191,593 | $57,305+234.3% | $86,640+121.1% | $75,173+154.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.68% | 2674.24%-2654.6pp | 592.52%-572.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $11,565 | $2,316+399.3% | $3,024+282.4% | $2,671+333.0% |
| Participant deferral / active EE | $11,039 | $3,320+232.5% | $4,438+148.7% | $4,126+167.5% |
| Admin fee / account holder | $14,341 | $4,116+248.4% | $5,616+155.4% | $5,651+153.8% |