Filed December 19, 2024 (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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,313 | $59,107+164.5% | $86,439+80.8% | $68,495+128.2% |
| Participation rate | 90.6% | 75.2%+15.4pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -17.05% | -0.23%-16.8pp | 4395.55%-4412.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,887 | $2,519+213.1% | $3,769+109.3% | $2,596+203.8% |
| Participant deferral / active EE | $8,163 | $5,901+38.3% | $6,952+17.4% | $4,028+102.7% |
| Admin fee / account holder | $25,859 | $5,637+358.7% | $6,732+284.1% | $5,403+378.6% |