Filed June 19, 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 | $47,003 | $43,730+7.5% | $121,220-61.2% | $64,173-26.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -3.92% | 68.94%-72.9pp | 16.94%-20.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,270 | $1,297-2.0% | $4,023-68.4% | $2,381-46.6% |
| Participant deferral / active EE | $5,072 | $2,281+122.4% | $3,345+51.6% | $3,470+46.2% |
| Admin fee / account holder | $6,684 | $3,502+90.9% | $5,021+33.1% | $4,887+36.8% |