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 | $79,306 | $138,393-42.7% | $184,256-57.0% | $80,959-2.0% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.7%+29.0pp |
| Annual return | 12.00% | 20.01%-8.0pp | 28.85%-16.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,892 | $4,847-40.3% | $6,427-55.0% | $2,757+4.9% |
| Participant deferral / active EE | $4,639 | $7,076-34.4% | $9,133-49.2% | $4,300+7.9% |
| Admin fee / account holder | $4,890 | $10,489-53.4% | $13,899-64.8% | $6,925-29.4% |