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 | $96,783 | $92,219+4.9% | $76,767+26.1% | $135,380-28.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.48% | 5.46%-8.9pp | 2.43%-5.9pp | 519.81%-523.3pp |
| Employer contribution / active EE | $8,815 | $3,216+174.1% | $2,485+254.7% | $4,779+84.5% |
| Participant deferral / active EE | $8,719 | $4,508+93.4% | $3,852+126.4% | $5,609+55.4% |
| Admin fee / account holder | $45,032 | $10,749+318.9% | $6,675+574.6% | $10,828+315.9% |