Filed May 20, 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 | $51,075 | $78,672-35.1% | $109,163-53.2% | $85,856-40.5% |
| Participation rate | 99.0% | 68.3%+30.7pp | 75.9%+23.1pp | 69.3%+29.6pp |
| Annual return | 15.97% | 25.09%-9.1pp | 25.75%-9.8pp | 318.58%-302.6pp |
| Employer contribution / active EE | $801 | $2,734-70.7% | $3,723-78.5% | $2,565-68.8% |
| Participant deferral / active EE | $7,729 | $3,467+122.9% | $4,654+66.1% | $3,952+95.6% |
| Admin fee / account holder | $2,257 | $5,470-58.7% | $6,754-66.6% | $6,261-63.9% |