Filed March 25, 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 | $89,951 | $146,267-38.5% | $197,124-54.4% | $82,448+9.1% |
| Participation rate | 93.1% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.0pp |
| Annual return | 15.22% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,960 | $4,723-37.3% | $6,227-52.5% | $2,551+16.0% |
| Participant deferral / active EE | $4,539 | $7,035-35.5% | $9,135-50.3% | $4,139+9.6% |
| Admin fee / account holder | $5,403 | $14,422-62.5% | $16,298-66.8% | $7,234-25.3% |