Filed March 21, 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 | $121,626 | $110,410+10.2% | $102,437+18.7% | $145,897-16.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $11,828 | $4,217+180.5% | $3,871+205.6% | $4,663+153.7% |
| Participant deferral / active EE | $10,878 | $5,622+93.5% | $5,060+115.0% | $6,689+62.6% |
| Admin fee / account holder | $1,854 | $9,745-81.0% | $8,388-77.9% | $13,390-86.2% |