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 | $127,776 | $113,016+13.1% | $103,486+23.5% | $74,459+71.6% |
| Participation rate | 96.3% | 80.8%+15.5pp | 80.5%+15.7pp | 67.2%+29.0pp |
| Annual return | 16.47% | 23.24%-6.8pp | 23.93%-7.5pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $2,630 | $4,881-46.1% | $4,679-43.8% | $2,626+0.2% |
| Participant deferral / active EE | $5,002 | $7,279-31.3% | $6,628-24.5% | $4,350+15.0% |
| Admin fee / account holder | $5,615 | $1,709+228.6% | $9,354-40.0% | $1,945+188.7% |