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 | $88,490 | $54,370+62.8% | $82,763+6.9% | $68,490+29.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.7pp | 67.9%+17.3pp |
| Annual return | -13.03% | -13.67%+0.6pp | 702.45%-715.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $3,100 | $2,219+39.7% | $3,008+3.0% | $2,597+19.4% |
| Participant deferral / active EE | $8,371 | $3,247+157.8% | $4,395+90.5% | $4,028+107.8% |
| Admin fee / account holder | $11,011 | $4,398+150.4% | $5,325+106.8% | $5,403+103.8% |