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 | $148,960 | $110,830+34.4% | $86,625+72.0% | $167,553-11.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 28.85% | 116.99%-88.1pp | 63.52%-34.7pp | 478.89%-450.0pp |
| Employer contribution / active EE | $13,701 | $3,245+322.2% | $2,496+449.0% | $4,840+183.1% |
| Participant deferral / active EE | $13,474 | $4,548+196.3% | $3,700+264.2% | $6,343+112.4% |
| Admin fee / account holder | $33,248 | $8,420+294.9% | $5,830+470.3% | $12,316+170.0% |