Filed April 29, 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 | $100,978 | $54,757+84.4% | $90,287+11.8% | $72,986+38.4% |
| Participation rate | 90.5% | 65.1%+25.3pp | 73.3%+17.2pp | 69.5%+21.0pp |
| Annual return | 19.43% | 30.63%-11.2pp | 78.10%-58.7pp | 81.01%-61.6pp |
| Employer contribution / active EE | $3,051 | $2,092+45.8% | $2,855+6.9% | $2,440+25.0% |
| Participant deferral / active EE | $7,534 | $2,887+161.0% | $3,885+93.9% | $3,607+108.8% |
| Admin fee / account holder | $3,299 | $3,972-16.9% | $5,351-38.4% | $5,124-35.6% |