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 | $64,511 | $87,834-26.6% | $133,975-51.8% | $62,881+2.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.11% | 12.05%-3.9pp | 29.29%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,889 | $3,482-17.1% | $5,211-44.6% | $2,281+26.6% |
| Participant deferral / active EE | $2,696 | $4,812-44.0% | $6,282-57.1% | $3,203-15.8% |
| Admin fee / account holder | $3,410 | $5,372-36.5% | $9,324-63.4% | $4,296-20.6% |