Filed January 10, 2025
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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 | $41,310 | $101,672-59.4% | $147,117-71.9% | $74,478-44.5% |
| Participation rate | 71.2% | 75.5%-4.4pp | 82.2%-11.0pp | 67.2%+3.9pp |
| Annual return | 13.96% | 8757.83%-8743.9pp | 420.54%-406.6pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $4,449 | $3,813+16.7% | $4,932-9.8% | $2,626+69.4% |
| Participant deferral / active EE | $8,958 | $7,305+22.6% | $8,065+11.1% | $4,350+105.9% |
| Admin fee / account holder | $13,155 | $1,753+650.3% | $12,993+1.2% | $1,946+576.0% |