Filed January 5, 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 | $50,972 | $73,839-31.0% | $143,788-64.6% | $68,495-25.6% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.6pp | 67.9%+24.1pp |
| Annual return | -13.52% | 1.01%-14.5pp | -0.03%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,308 | $3,184+3.9% | $4,952-33.2% | $2,596+27.4% |
| Participant deferral / active EE | $6,258 | $3,384+84.9% | $5,638+11.0% | $4,028+55.4% |
| Admin fee / account holder | $17,396 | $5,755+202.3% | $14,675+18.5% | $5,403+222.0% |