Filed June 9, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,067 | $44,873+174.3% | $79,476+54.8% | $56,287+118.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 8.23% | 0.81%+7.4pp | 718.21%-710.0pp | -9.96%+18.2pp |
| Employer contribution / active EE | $3,264 | $2,140+52.5% | $2,800+16.5% | $2,111+54.6% |
| Participant deferral / active EE | $1,528 | $2,746-44.4% | $3,704-58.7% | $3,350-54.4% |
| Admin fee / account holder | $9,624 | $418+2199.9% | $5,113+88.2% | $521+1747.5% |