Filed April 7, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $95,769 | $91,536+4.6% | $130,062-26.4% | $75,177+27.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.69% | -631.62%+648.3pp | -137.37%+154.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $3,424 | $2,845+20.4% | $4,322-20.8% | $2,671+28.2% |
| Participant deferral / active EE | $7,818 | $4,343+80.0% | $5,821+34.3% | $4,126+89.5% |
| Admin fee / account holder | $13,196 | $6,780+94.6% | $10,601+24.5% | $5,651+133.5% |