Filed February 19, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,148 | $86,940-32.0% | $102,434-42.3% | $80,935-26.9% |
| Participation rate | 79.6% | 72.4%+7.2pp | 76.5%+3.1pp | 67.7%+11.9pp |
| Annual return | 13.86% | 18.89%-5.0pp | 29.46%-15.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,366 | $2,370-42.4% | $3,023-54.8% | $2,757-50.5% |
| Participant deferral / active EE | $3,695 | $4,121-10.3% | $5,055-26.9% | $4,299-14.1% |
| Admin fee / account holder | $2,459 | $8,047-69.4% | $9,462-74.0% | $6,924-64.5% |