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 | $72,810 | $83,485-12.8% | $125,195-41.8% | $72,976-0.2% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.5%+28.3pp |
| Annual return | 20.57% | 25.77%-5.2pp | 43.79%-23.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $3,877 | $2,346+65.3% | $3,866+0.3% | $2,440+58.9% |
| Participant deferral / active EE | $5,735 | $3,586+59.9% | $4,937+16.1% | $3,608+59.0% |
| Admin fee / account holder | $4,119 | $5,518-25.4% | $9,704-57.6% | $5,124-19.6% |