Filed March 13, 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 | $249,466 | $147,594+69.0% | $121,871+104.7% | $198,609+25.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 13.35% | 12.94%+0.4pp | 13.57%-0.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $19,266 | $3,007+540.7% | $2,731+605.4% | $5,055+281.1% |
| Participant deferral / active EE | $15,665 | $5,168+203.1% | $4,318+262.7% | $6,977+124.5% |
| Admin fee / account holder | $105,553 | $15,134+597.5% | $11,551+813.8% | $19,030+454.7% |