Filed April 7, 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 | $80,418 | $101,795-21.0% | $165,100-51.3% | $80,959-0.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.35% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.3pp |
| Employer contribution / active EE | $3,450 | $2,954+16.8% | $4,348-20.6% | $2,757+25.1% |
| Participant deferral / active EE | $7,302 | $4,476+63.1% | $6,035+21.0% | $4,300+69.8% |
| Admin fee / account holder | $27,702 | $8,221+237.0% | $12,696+118.2% | $6,925+300.0% |