Filed January 9, 2025 (most recent of 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,228 | $61,789+436.1% | $97,167+240.9% | $80,874+309.6% |
| Participation rate | 70.9% | 63.5%+7.4pp | 72.7%-1.8pp | 67.6%+3.3pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.27%-75.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $7,144 | $1,837+289.0% | $2,729+161.8% | $2,756+159.2% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,429 | $5,168+43.7% | $5,650+31.5% | $6,935+7.1% |