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 | $111,299 | $100,811+10.4% | $86,698+28.4% | $134,545-17.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.71% | 29.11%-44.8pp | 35.96%-51.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $13,233 | $3,490+279.2% | $2,837+366.5% | $4,742+179.1% |
| Participant deferral / active EE | $11,127 | $5,339+108.4% | $4,656+139.0% | $6,401+73.8% |
| Admin fee / account holder | $442 | $10,926-96.0% | $7,492-94.1% | $11,431-96.1% |