Filed February 3, 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 | $57,137 | $66,764-14.4% | $88,497-35.4% | $62,881-9.1% |
| Participation rate | 91.4% | 77.3%+14.2pp | 82.4%+9.0pp | 69.3%+22.1pp |
| Annual return | 8.97% | 10.37%-1.4pp | 7.63%+1.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,850 | $3,077+90.1% | $4,036+44.9% | $2,281+156.5% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,482 | $4,668-4.0% | $6,220-27.9% | $4,296+4.3% |