Filed March 14, 2025 (most recent of 6 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 | $169,517 | $138,385+22.5% | $184,243-8.0% | $80,925+109.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.01% | 20.02%-8.0pp | 28.82%-16.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $9,520 | $4,851+96.3% | $6,427+48.1% | $2,756+245.4% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,274 | $10,489-49.7% | $13,914-62.1% | $6,940-24.0% |