Filed April 4, 2025 (most recent of 3 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 | $64,430 | $65,082-1.0% | $81,367-20.8% | $59,633+8.0% |
| Participation rate | 98.6% | 76.0%+22.6pp | 82.3%+16.3pp | 68.7%+29.9pp |
| Annual return | -0.48% | 1.16%-1.6pp | -0.92%+0.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,072 | $2,934-29.4% | $3,930-47.3% | $2,203-5.9% |
| Participant deferral / active EE | $3,267 | $4,083-20.0% | $5,383-39.3% | $3,192+2.4% |
| Admin fee / account holder | $981 | $7,582-87.1% | $8,926-89.0% | $4,297-77.2% |