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 | $102,245+144.0% | $89,340+179.2% | $137,256+81.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.35% | 21.89%-8.5pp | 20.57%-7.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $19,266 | $2,529+661.8% | $2,231+763.4% | $4,156+363.6% |
| Participant deferral / active EE | $15,665 | $4,436+253.1% | $3,823+309.8% | $6,407+144.5% |
| Admin fee / account holder | $105,553 | $8,085+1205.5% | $6,704+1474.6% | $12,270+760.2% |