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 | $91,882 | $91,559+0.4% | $133,978-31.4% | $79,856+15.1% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 16.37% | 61.85%-45.5pp | 45.10%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $5,524 | $2,384+131.7% | $3,919+41.0% | $2,471+123.5% |
| Participant deferral / active EE | $6,948 | $3,734+86.1% | $5,047+37.6% | $3,741+85.7% |
| Admin fee / account holder | $5,143 | $6,321-18.6% | $8,930-42.4% | $5,306-3.1% |