Filed May 20, 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 | $64,815 | $81,476-20.4% | $102,383-36.7% | $80,925-19.9% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 14.18% | 25.59%-11.4pp | 24.94%-10.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $3,664 | $3,105+18.0% | $3,870-5.3% | $2,756+32.9% |
| Participant deferral / active EE | $9,305 | $3,871+140.4% | $5,060+83.9% | $4,299+116.5% |
| Admin fee / account holder | $2,434 | $6,717-63.8% | $8,391-71.0% | $6,940-64.9% |