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 | $111,917 | $88,370+26.6% | $112,977-0.9% | $79,856+40.1% |
| Participation rate | 95.3% | 76.8%+18.6pp | 82.6%+12.8pp | 69.6%+25.7pp |
| Annual return | 20.86% | 23.16%-2.3pp | 24.24%-3.4pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,373 | $3,398-30.2% | $4,255-44.2% | $2,471-4.0% |
| Participant deferral / active EE | $4,481 | $4,536-1.2% | $5,836-23.2% | $3,741+19.8% |
| Admin fee / account holder | $6,492 | $5,750+12.9% | $6,294+3.2% | $5,306+22.3% |