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 | $58,822 | $125,797-53.2% | $170,043-65.4% | $75,173-21.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.97% | 27.20%-7.2pp | 53.40%-33.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $3,227 | $4,616-30.1% | $6,790-52.5% | $2,671+20.8% |
| Participant deferral / active EE | $3,941 | $6,838-42.4% | $10,410-62.1% | $4,126-4.5% |
| Admin fee / account holder | $10,795 | $8,177+32.0% | $12,824-15.8% | $5,651+91.0% |