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 | $107,568 | $99,994+7.6% | $146,643-26.6% | $85,847+25.3% |
| Participation rate | 97.6% | 73.1%+24.6pp | 80.1%+17.5pp | 69.3%+28.3pp |
| Annual return | 13.33% | 18.93%-5.6pp | 22.75%-9.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $3,987 | $2,559+55.8% | $4,137-3.6% | $2,565+55.4% |
| Participant deferral / active EE | $7,061 | $4,006+76.3% | $5,506+28.2% | $3,952+78.7% |
| Admin fee / account holder | $22,872 | $7,703+196.9% | $10,280+122.5% | $6,261+265.3% |