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 | $43,394 | $48,570-10.7% | $130,660-66.8% | $72,975-40.5% |
| Participation rate | 92.7% | 58.6%+34.1pp | 71.7%+20.9pp | 69.5%+23.2pp |
| Annual return | 25.20% | 38.63%-13.4pp | 1709.29%-1684.1pp | 81.01%-55.8pp |
| Employer contribution / active EE | $935 | $1,334-29.9% | $4,092-77.2% | $2,440-61.7% |
| Participant deferral / active EE | $2,889 | $2,384+21.2% | $3,603-19.8% | $3,608-19.9% |
| Admin fee / account holder | $3,289 | $3,549-7.3% | $5,463-39.8% | $5,124-35.8% |