Filed February 3, 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 | $64,443 | $65,082-1.0% | $81,367-20.8% | $59,633+8.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 2.64% | 1.16%+1.5pp | -0.92%+3.6pp | 2041.47%-2038.8pp |
| Employer contribution / active EE | $7,820 | $2,934+166.6% | $3,930+99.0% | $2,203+255.0% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,872 | $7,582+135.7% | $8,926+100.2% | $4,297+315.9% |