Filed March 25, 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 | $81,839 | $137,414-40.4% | $189,537-56.8% | $85,847-4.7% |
| Participation rate | 82.8% | 84.6%-1.9pp | 87.8%-5.0pp | 69.3%+13.4pp |
| Annual return | 16.20% | 38.14%-21.9pp | 555.34%-539.1pp | 318.61%-302.4pp |
| Employer contribution / active EE | $1,676 | $4,344-61.4% | $6,161-72.8% | $2,565-34.7% |
| Participant deferral / active EE | $3,575 | $6,260-42.9% | $8,220-56.5% | $3,952-9.6% |
| Admin fee / account holder | $4,636 | $8,630-46.3% | $12,048-61.5% | $6,261-25.9% |