Filed March 14, 2025 (most recent of 6 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,750 | $110,083+143.2% | $151,639+76.6% | $68,486+291.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $12,765 | $4,470+185.6% | $6,165+107.1% | $2,597+391.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,408 | $7,718-55.8% | $11,613-70.7% | $5,404-36.9% |