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 | $74,990 | $46,689+60.6% | $117,498-36.2% | $68,495+9.5% |
| Participation rate | 95.7% | 56.8%+38.9pp | 70.6%+25.0pp | 67.9%+27.8pp |
| Annual return | -16.98% | -14.52%-2.5pp | 29.75%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,726 | $1,505+14.7% | $4,178-58.7% | $2,596-33.5% |
| Participant deferral / active EE | $5,424 | $2,637+105.7% | $4,071+33.2% | $4,028+34.7% |
| Admin fee / account holder | $3,102 | $4,021-22.9% | $5,646-45.1% | $5,403-42.6% |