Filed August 3, 2026 (most recent of 3 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 | $120,775 | $51,736+133.4% | $120,225+0.5% | $67,986+77.6% |
| Participation rate | 71.1% | 46.1%+25.0pp | 69.6%+1.5pp | 57.2%+13.8pp |
| Annual return | 13.97% | 31.98%-18.0pp | 439.23%-425.3pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,801 | $1,071+68.1% | $3,475-48.2% | $2,019-10.8% |
| Participant deferral / active EE | $3,779 | $2,206+71.3% | $3,999-5.5% | $3,358+12.5% |
| Admin fee / account holder | $3,681 | $4,159-11.5% | $5,696-35.4% | $3,203+14.9% |