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 | $61,815+435.8% | $97,295+240.4% | $80,959+309.1% |
| Participation rate | 70.9% | 63.5%+7.4pp | 72.7%-1.7pp | 67.7%+3.2pp |
| Annual return | 0.00% | -558.73%+558.7pp | 75.62%-75.6pp | 35.67%-35.7pp |
| Employer contribution / active EE | $7,144 | $1,836+289.0% | $2,723+162.4% | $2,757+159.1% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,429 | $5,166+43.8% | $5,646+31.6% | $6,925+7.3% |