Filed June 5, 2025 (most recent of 2 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 | $134,667 | $146,267-7.9% | $197,124-31.7% | $82,448+63.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 86.7%+8.0pp | 68.1%+26.6pp |
| Annual return | 15.89% | 29.61%-13.7pp | 44.34%-28.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $7,015 | $4,723+48.5% | $6,227+12.6% | $2,551+175.0% |
| Participant deferral / active EE | $8,555 | $7,035+21.6% | $9,135-6.3% | $4,139+106.7% |
| Admin fee / account holder | $4,511 | $14,422-68.7% | $16,298-72.3% | $7,234-37.6% |