Filed July 16, 2025 (most recent of 4 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 | $112,475 | $72,071+56.1% | $68,368+64.5% | $137,256-18.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 17.83% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,842 | $2,788+73.7% | $2,649+82.8% | $4,156+16.5% |
| Participant deferral / active EE | $8,211 | $4,410+86.2% | $4,123+99.2% | $6,407+28.2% |
| Admin fee / account holder | $6,773 | $5,336+26.9% | $5,150+31.5% | $12,270-44.8% |