Filed April 29, 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 | $88,852 | $58,311+52.4% | $81,882+8.5% | $80,959+9.7% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.3pp |
| Annual return | 14.32% | 41.85%-27.5pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $5,193 | $2,347+121.3% | $2,916+78.1% | $2,757+88.4% |
| Participant deferral / active EE | $8,044 | $3,287+144.7% | $4,323+86.1% | $4,300+87.1% |
| Admin fee / account holder | $10,193 | $4,752+114.5% | $7,360+38.5% | $6,925+47.2% |