Filed May 13, 2025 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,054 | $45,041+322.0% | $63,003+201.7% | $70,131+171.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.39% | 18.76%-6.4pp | 87.59%-75.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $6,283 | $2,052+206.2% | $2,760+127.6% | $2,342+168.2% |
| Participant deferral / active EE | $9,164 | $2,465+271.7% | $3,329+175.3% | $3,332+175.1% |
| Admin fee / account holder | $1,475 | $2,836-48.0% | $3,600-59.0% | $4,645-68.2% |