Filed January 31, 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 | $79,369 | $51,631+53.7% | $129,397-38.7% | $80,925-1.9% |
| Participation rate | 91.2% | 56.9%+34.2pp | 69.6%+21.6pp | 67.7%+23.5pp |
| Annual return | 13.04% | 20.77%-7.7pp | 9453.98%-9440.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,182 | $1,583-25.3% | $4,154-71.5% | $2,756-57.1% |
| Participant deferral / active EE | $4,711 | $2,670+76.4% | $4,167+13.0% | $4,299+9.6% |
| Admin fee / account holder | $3,269 | $4,309-24.1% | $7,679-57.4% | $6,940-52.9% |