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 | $58,234+52.6% | $81,783+8.6% | $80,874+9.9% |
| Participation rate | 97.0% | 63.4%+33.5pp | 72.4%+24.6pp | 67.6%+29.3pp |
| Annual return | 14.32% | 41.70%-27.4pp | 775.05%-760.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $5,193 | $2,341+121.8% | $2,913+78.3% | $2,756+88.5% |
| Participant deferral / active EE | $8,044 | $3,283+145.0% | $4,320+86.2% | $4,297+87.2% |
| Admin fee / account holder | $10,193 | $4,982+104.6% | $7,380+38.1% | $6,935+47.0% |