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 | $86,919-32.0% | $102,457-42.3% | $80,911-26.9% |
| Participation rate | 79.6% | 72.4%+7.2pp | 76.5%+3.1pp | 67.6%+11.9pp |
| Annual return | 13.86% | 18.90%-5.0pp | 29.41%-15.5pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,366 | $2,368-42.3% | $3,022-54.8% | $2,756-50.4% |
| Participant deferral / active EE | $3,695 | $4,119-10.3% | $5,054-26.9% | $4,297-14.0% |
| Admin fee / account holder | $2,459 | $8,049-69.4% | $9,451-74.0% | $6,935-64.5% |