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 | $66,319 | $78,707-15.7% | $117,861-43.7% | $70,126-5.4% |
| Participation rate | 94.7% | 73.2%+21.5pp | 79.7%+15.1pp | 69.5%+25.2pp |
| Annual return | 16.32% | 23.30%-7.0pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $4,713 | $2,223+111.9% | $3,786+24.5% | $2,343+101.2% |
| Participant deferral / active EE | $6,058 | $3,297+83.7% | $4,482+35.2% | $3,332+81.8% |
| Admin fee / account holder | $3,164 | $5,066-37.5% | $8,021-60.6% | $4,645-31.9% |