Filed January 31, 2025 (most recent of 3 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 | $86,971 | $49,164+76.9% | $121,169-28.2% | $75,181+15.7% |
| Participation rate | 90.9% | 55.4%+35.5pp | 69.5%+21.4pp | 67.2%+23.7pp |
| Annual return | 17.21% | 56.03%-38.8pp | 986.71%-969.5pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,487 | $1,546-3.8% | $4,168-64.3% | $2,671-44.3% |
| Participant deferral / active EE | $5,037 | $2,628+91.6% | $4,083+23.4% | $4,126+22.1% |
| Admin fee / account holder | $2,433 | $3,942-38.3% | $5,645-56.9% | $5,650-56.9% |