Filed May 19, 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 | $87,205 | $58,311+49.6% | $81,882+6.5% | $80,959+7.7% |
| Participation rate | 94.1% | 63.5%+30.6pp | 72.4%+21.7pp | 67.7%+26.4pp |
| Annual return | 30.80% | 41.85%-11.0pp | 779.47%-748.7pp | 35.67%-4.9pp |
| Employer contribution / active EE | $3,916 | $2,347+66.9% | $2,916+34.3% | $2,757+42.0% |
| Participant deferral / active EE | $7,635 | $3,287+132.3% | $4,323+76.6% | $4,300+77.5% |
| Admin fee / account holder | $24,918 | $4,752+424.4% | $7,360+238.6% | $6,925+259.8% |