Filed May 12, 2025 (most recent of 5 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 | $53,508 | $82,028-34.8% | $123,105-56.5% | $59,633-10.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.61% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $2,378 | $3,297-27.9% | $5,151-53.8% | $2,203+8.0% |
| Participant deferral / active EE | $2,538 | $4,667-45.6% | $6,229-59.3% | $3,192-20.5% |
| Admin fee / account holder | $1,948 | $5,879-66.9% | $9,014-78.4% | $4,297-54.7% |