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 | $71,166 | $110,083-35.4% | $151,645-53.1% | $68,490+3.9% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -16.16% | -10.12%-6.0pp | 3.34%-19.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,824 | $4,470-59.2% | $6,165-70.4% | $2,597-29.7% |
| Participant deferral / active EE | $4,149 | $6,526-36.4% | $8,363-50.4% | $4,028+3.0% |
| Admin fee / account holder | $6,292 | $7,718-18.5% | $11,614-45.8% | $5,403+16.4% |