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 | $161,000 | $105,960+51.9% | $81,726+97.0% | $158,982+1.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.61% | 38.19%-29.6pp | 29.49%-20.9pp | 302.99%-294.4pp |
| Employer contribution / active EE | $13,682 | $7,805+75.3% | $4,311+217.4% | $4,763+187.3% |
| Participant deferral / active EE | $11,683 | $13,011-10.2% | $7,108+64.4% | $5,983+95.3% |
| Admin fee / account holder | $12,157 | $8,494+43.1% | $5,160+135.6% | $11,252+8.0% |