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 | $39,287 | $65,364-39.9% | $92,909-57.7% | $72,975-46.2% |
| Participation rate | 95.1% | 68.3%+26.7pp | 76.0%+19.1pp | 69.5%+25.6pp |
| Annual return | 22.23% | 42.11%-19.9pp | 109.44%-87.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,458 | $2,594-43.8% | $3,653-60.1% | $2,440-40.3% |
| Participant deferral / active EE | $6,125 | $3,128+95.8% | $4,238+44.5% | $3,608+69.8% |
| Admin fee / account holder | $882 | $4,251-79.3% | $5,795-84.8% | $5,124-82.8% |