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 | $103,164+141.8% | $90,259+176.4% | $154,746+61.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.35% | 19.25%-5.9pp | 18.88%-5.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $19,266 | $2,532+661.0% | $2,291+740.8% | $4,379+340.0% |
| Participant deferral / active EE | $15,665 | $4,422+254.3% | $3,827+309.4% | $6,730+132.7% |
| Admin fee / account holder | $105,553 | $8,593+1128.4% | $7,267+1352.5% | $14,365+634.8% |