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 | $98,702 | $110,240-10.5% | $96,544+2.2% | $139,487-29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.37% | 26.41%-12.0pp | 25.88%-11.5pp | 373.84%-359.5pp |
| Employer contribution / active EE | $10,777 | $3,622+197.5% | $2,966+263.3% | $4,755+126.7% |
| Participant deferral / active EE | $8,894 | $5,549+60.3% | $4,851+83.3% | $6,713+32.5% |
| Admin fee / account holder | $27,580 | $11,602+137.7% | $8,254+234.1% | $11,407+141.8% |