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 | $156,915 | $88,603+77.1% | $69,890+124.5% | $134,545+16.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -12.27% | 442.93%-455.2pp | 190.84%-203.1pp | 418.37%-430.6pp |
| Employer contribution / active EE | $18,581 | $3,236+474.2% | $2,560+625.7% | $4,742+291.9% |
| Participant deferral / active EE | $18,171 | $4,771+280.9% | $3,848+372.2% | $6,401+183.9% |
| Admin fee / account holder | $12,322 | $10,443+18.0% | $6,267+96.6% | $11,431+7.8% |