Filed September 24, 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 | $41,458 | $74,089-44.0% | $133,975-69.1% | $55,167-24.9% |
| Participation rate | 90.3% | 84.3%+6.0pp | 87.1%+3.2pp | 69.0%+21.3pp |
| Annual return | 8.63% | 12.11%-3.5pp | 29.29%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,616 | $3,064-14.6% | $5,211-49.8% | $1,963+33.3% |
| Participant deferral / active EE | $2,971 | $4,678-36.5% | $6,282-52.7% | $3,054-2.7% |
| Admin fee / account holder | $904 | $458+97.3% | $9,324-90.3% | $504+79.4% |