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 | $82,868 | $57,330+44.5% | $86,656-4.4% | $75,177+10.2% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 14.67% | 2675.40%-2660.7pp | 593.09%-578.4pp | 160.75%-146.1pp |
| Employer contribution / active EE | $4,643 | $2,316+100.4% | $3,025+53.5% | $2,671+73.8% |
| Participant deferral / active EE | $8,264 | $3,320+148.9% | $4,439+86.2% | $4,126+100.3% |
| Admin fee / account holder | $17,889 | $4,115+334.7% | $5,619+218.4% | $5,651+216.5% |