Filed August 11, 2025 (most recent of 2 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 | $123,955 | $54,355+128.0% | $82,744+49.8% | $68,486+81.0% |
| Participation rate | 92.9% | 63.9%+29.0pp | 72.6%+20.4pp | 67.9%+25.0pp |
| Annual return | -14.96% | -13.67%-1.3pp | 702.22%-717.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,963 | $2,219+123.7% | $3,008+65.0% | $2,597+91.1% |
| Participant deferral / active EE | $5,048 | $3,246+55.5% | $4,395+14.9% | $4,028+25.3% |
| Admin fee / account holder | $8,874 | $4,397+101.8% | $5,325+66.7% | $5,404+64.2% |