Filed May 27, 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 | $104,885 | $88,672+18.3% | $105,223-0.3% | $82,448+27.2% |
| Participation rate | 96.5% | 67.9%+28.6pp | 75.0%+21.4pp | 68.1%+28.4pp |
| Annual return | 18.85% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,910 | $3,048+126.7% | $3,689+87.3% | $2,551+170.9% |
| Participant deferral / active EE | $8,372 | $4,036+107.4% | $5,072+65.1% | $4,139+102.3% |
| Admin fee / account holder | $4,394 | $7,146-38.5% | $8,859-50.4% | $7,234-39.3% |