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 | $71,500 | $73,988-3.4% | $96,538-25.9% | $75,177-4.9% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 21.38% | 26.73%-5.3pp | 35.74%-14.4pp | 160.75%-139.4pp |
| Employer contribution / active EE | $8,213 | $2,930+180.3% | $3,740+119.6% | $2,671+207.5% |
| Participant deferral / active EE | $6,029 | $3,660+64.7% | $4,880+23.5% | $4,126+46.1% |
| Admin fee / account holder | $7,990 | $5,220+53.1% | $6,737+18.6% | $5,651+41.4% |