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 | $145,431-38.1% | $211,142-57.4% | $87,485+2.8% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.3%+5.8pp | 68.9%+24.2pp |
| Annual return | 15.22% | 27.21%-12.0pp | 46.84%-31.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,960 | $4,662-36.5% | $6,442-54.1% | $2,596+14.0% |
| Participant deferral / active EE | $4,539 | $6,859-33.8% | $9,284-51.1% | $4,274+6.2% |
| Admin fee / account holder | $5,403 | $17,052-68.3% | $19,076-71.7% | $7,775-30.5% |