Filed May 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,962 | $63,346-57.4% | $92,240-70.8% | $70,126-61.6% |
| Participation rate | 92.6% | 68.7%+24.0pp | 76.5%+16.2pp | 69.5%+23.1pp |
| Annual return | 15.57% | 530.19%-514.6pp | 176.29%-160.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $624 | $2,471-74.7% | $3,680-83.0% | $2,343-73.3% |
| Participant deferral / active EE | $4,411 | $2,854+54.6% | $3,897+13.2% | $3,332+32.4% |
| Admin fee / account holder | $804 | $3,841-79.1% | $5,194-84.5% | $4,645-82.7% |