Filed January 9, 2025 (most recent of 2 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 | $230,502 | $123,793+86.2% | $177,840+29.6% | $79,852+188.7% |
| Participation rate | 71.2% | 84.7%-13.5pp | 87.7%-16.6pp | 69.6%+1.5pp |
| Annual return | 19.56% | 22.82%-3.3pp | 48.32%-28.8pp | 31.72%-12.2pp |
| Employer contribution / active EE | $3,709 | $4,095-9.4% | $5,919-37.3% | $2,471+50.1% |
| Participant deferral / active EE | $4,607 | $5,956-22.7% | $7,714-40.3% | $3,740+23.2% |
| Admin fee / account holder | $1,809 | $7,243-75.0% | $12,431-85.4% | $5,306-65.9% |