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 | $143,969-6.5% | $199,883-32.6% | $82,637+63.0% |
| Participation rate | 94.7% | 84.1%+10.5pp | 86.8%+7.9pp | 68.1%+26.6pp |
| Annual return | 15.89% | 25.67%-9.8pp | 43.81%-27.9pp | 53.51%-37.6pp |
| Employer contribution / active EE | $7,015 | $4,632+51.4% | $6,261+12.0% | $2,552+174.9% |
| Participant deferral / active EE | $8,555 | $6,937+23.3% | $9,138-6.4% | $4,126+107.3% |
| Admin fee / account holder | $4,511 | $14,597-69.1% | $17,268-73.9% | $7,339-38.5% |