Filed January 30, 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 | $24,916 | $99,031-74.8% | $86,597-71.2% | $147,585-83.1% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 10.45% | 1312.56%-1302.1pp | 964.96%-954.5pp | 578.57%-568.1pp |
| Employer contribution / active EE | $1,001 | $3,132-68.0% | $2,840-64.7% | $4,876-79.5% |
| Participant deferral / active EE | $2,118 | $3,972-46.7% | $3,609-41.3% | $5,439-61.1% |
| Admin fee / account holder | $6,622 | $5,711+16.0% | $4,906+35.0% | $10,885-39.2% |