Filed December 20, 2024 (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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,217 | $87,834+77.9% | $133,975+16.6% | $62,881+148.4% |
| Participation rate | 97.8% | 83.4%+14.5pp | 87.1%+10.8pp | 69.3%+28.5pp |
| Annual return | 7.80% | 12.05%-4.3pp | 29.29%-21.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,898 | $3,482+69.4% | $5,211+13.2% | $2,281+158.6% |
| Participant deferral / active EE | $6,962 | $4,812+44.7% | $6,282+10.8% | $3,203+117.4% |
| Admin fee / account holder | $2,314 | $5,372-56.9% | $9,324-75.2% | $4,296-46.1% |