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 | $81,504-20.5% | $102,437-36.7% | $80,959-19.9% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 14.18% | 25.60%-11.4pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,664 | $3,104+18.1% | $3,871-5.3% | $2,757+32.9% |
| Participant deferral / active EE | $9,305 | $3,871+140.4% | $5,060+83.9% | $4,300+116.4% |
| Admin fee / account holder | $2,434 | $6,719-63.8% | $8,388-71.0% | $6,925-64.8% |