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 | $61,468 | $109,359-43.8% | $162,185-62.1% | $72,976-15.8% |
| Participation rate | 85.3% | 84.3%+1.0pp | 87.6%-2.3pp | 69.5%+15.8pp |
| Annual return | 19.43% | 25.46%-6.0pp | 115.61%-96.2pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1,502 | $3,907-61.6% | $5,613-73.2% | $2,440-38.5% |
| Participant deferral / active EE | $3,183 | $5,481-41.9% | $7,297-56.4% | $3,608-11.8% |
| Admin fee / account holder | $3,519 | $7,972-55.9% | $10,844-67.5% | $5,124-31.3% |