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 | $112,635 | $60,139+87.3% | $90,461+24.5% | $79,856+41.0% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 13.73% | 71.96%-58.2pp | 1294.76%-1281.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,296 | $2,069+107.6% | $3,264+31.6% | $2,471+73.8% |
| Participant deferral / active EE | $8,537 | $2,939+190.5% | $3,964+115.3% | $3,741+128.2% |
| Admin fee / account holder | $9,884 | $3,978+148.4% | $5,617+76.0% | $5,306+86.3% |