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 | $46,295 | $46,877-1.2% | $122,354-62.2% | $70,126-34.0% |
| Participation rate | 83.1% | 58.2%+24.9pp | 71.6%+11.5pp | 69.5%+13.6pp |
| Annual return | 17.81% | 24.22%-6.4pp | 30.28%-12.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $988 | $1,288-23.3% | $4,051-75.6% | $2,343-57.8% |
| Participant deferral / active EE | $2,460 | $2,167+13.5% | $3,287-25.2% | $3,332-26.2% |
| Admin fee / account holder | $850 | $3,324-74.4% | $5,479-84.5% | $4,645-81.7% |