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 | $96,454 | $81,947+17.7% | $105,387-8.5% | $72,976+32.2% |
| Participation rate | 86.2% | 76.5%+9.7pp | 82.6%+3.6pp | 69.5%+16.7pp |
| Annual return | 22.94% | 42.90%-20.0pp | 26.82%-3.9pp | 81.02%-58.1pp |
| Employer contribution / active EE | $2,343 | $3,468-32.4% | $4,213-44.4% | $2,440-4.0% |
| Participant deferral / active EE | $4,222 | $4,494-6.1% | $5,502-23.3% | $3,608+17.0% |
| Admin fee / account holder | $2,953 | $6,258-52.8% | $6,559-55.0% | $5,124-42.4% |