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 | $150,737 | $98,240+53.4% | $82,312+83.1% | $147,586+2.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.00% | 30.85%-10.9pp | 25.88%-5.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $7,306 | $3,192+128.9% | $2,428+200.9% | $4,876+49.8% |
| Participant deferral / active EE | $9,609 | $4,383+119.2% | $3,706+159.3% | $5,439+76.7% |
| Admin fee / account holder | $4,842 | $8,563-43.5% | $5,608-13.7% | $10,886-55.5% |