Filed April 29, 2025 (most recent of 3 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 | $77,491 | $49,177+57.6% | $79,467-2.5% | $64,173+20.8% |
| Participation rate | 91.0% | 65.0%+26.0pp | 73.3%+17.7pp | 69.6%+21.5pp |
| Annual return | 47.15% | -1.16%+48.3pp | 718.30%-671.2pp | 7.63%+39.5pp |
| Employer contribution / active EE | $1,226 | $2,076-40.9% | $2,800-56.2% | $2,381-48.5% |
| Participant deferral / active EE | $6,713 | $2,821+137.9% | $3,704+81.2% | $3,470+93.5% |
| Admin fee / account holder | $9,228 | $3,839+140.4% | $5,104+80.8% | $4,887+88.8% |