Filed March 13, 2025 (most recent of 2 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 | $213,916 | $58,099+268.2% | $76,902+178.2% | $75,177+184.5% |
| Participation rate | 92.0% | 63.9%+28.1pp | 69.6%+22.4pp | 67.2%+24.8pp |
| Annual return | 14.52% | 26.71%-12.2pp | 37.91%-23.4pp | 160.75%-146.2pp |
| Employer contribution / active EE | $15,164 | $1,996+659.9% | $2,534+498.4% | $2,671+467.7% |
| Participant deferral / active EE | $15,940 | $2,999+431.5% | $3,833+315.8% | $4,126+286.3% |
| Admin fee / account holder | $10,142 | $4,778+112.3% | $5,479+85.1% | $5,651+79.5% |