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 | $104,744 | $65,440+60.1% | $98,506+6.3% | $85,851+22.0% |
| Participation rate | 90.5% | 65.0%+25.5pp | 73.3%+17.1pp | 69.3%+21.2pp |
| Annual return | 12.34% | 21.75%-9.4pp | 1494.92%-1482.6pp | 318.63%-306.3pp |
| Employer contribution / active EE | $2,544 | $2,169+17.3% | $2,961-14.1% | $2,565-0.8% |
| Participant deferral / active EE | $6,341 | $3,168+100.2% | $4,277+48.3% | $3,952+60.4% |
| Admin fee / account holder | $12,627 | $4,596+174.8% | $5,955+112.1% | $6,261+101.7% |