Filed August 12, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $62,650 | $209,422-70.1% | $178,503-64.9% | $158,982-60.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.35% | 188.81%-168.5pp | 151.12%-130.8pp | 302.99%-282.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,800 | $5,955+148.5% | $5,202+184.5% | $5,983+147.4% |
| Admin fee / account holder | $6,590 | $17,079-61.4% | $13,987-52.9% | $11,252-41.4% |