Filed May 6, 2025 (most recent of 8 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 | $75,517 | $160,059-52.8% | $140,019-46.1% | $135,380-44.2% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -6.81% | 911.48%-918.3pp | 651.17%-658.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,896 | $7,641-35.9% | $6,927-29.3% | $5,609-12.7% |
| Admin fee / account holder | $468 | $13,328-96.5% | $10,705-95.6% | $10,828-95.7% |