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 | $95,386 | $54,763+74.2% | $90,324+5.6% | $72,976+30.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.32% | 30.63%-9.3pp | 78.15%-56.8pp | 81.02%-59.7pp |
| Employer contribution / active EE | $5,329 | $2,093+154.6% | $2,856+86.6% | $2,440+118.4% |
| Participant deferral / active EE | $8,024 | $2,887+177.9% | $3,885+106.5% | $3,608+122.4% |
| Admin fee / account holder | $4,774 | $3,973+20.1% | $5,356-10.9% | $5,124-6.8% |