Filed March 14, 2025 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $169,517 | $138,393+22.5% | $184,256-8.0% | $80,959+109.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.01% | 20.01%-8.0pp | 28.85%-16.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $9,520 | $4,847+96.4% | $6,427+48.1% | $2,757+245.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,274 | $10,489-49.7% | $13,899-62.1% | $6,925-23.8% |