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 | $68,605 | $53,774+27.6% | $134,162-48.9% | $79,852-14.1% |
| Participation rate | 86.8% | 58.8%+28.0pp | 72.2%+14.6pp | 69.6%+17.2pp |
| Annual return | 17.72% | 19.01%-1.3pp | 36.35%-18.6pp | 31.72%-14.0pp |
| Employer contribution / active EE | $1,463 | $1,322+10.7% | $3,705-60.5% | $2,471-40.8% |
| Participant deferral / active EE | $4,216 | $2,420+74.2% | $3,500+20.5% | $3,740+12.7% |
| Admin fee / account holder | $8,745 | $3,985+119.5% | $6,685+30.8% | $5,306+64.8% |