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 | $46,490 | $72,273-35.7% | $101,275-54.1% | $79,856-41.8% |
| Participation rate | 96.5% | 68.5%+28.0pp | 75.8%+20.7pp | 69.6%+26.8pp |
| Annual return | 27.11% | 22.30%+4.8pp | 46.48%-19.4pp | 31.71%-4.6pp |
| Employer contribution / active EE | $743 | $2,691-72.4% | $3,660-79.7% | $2,471-69.9% |
| Participant deferral / active EE | $6,912 | $3,282+110.6% | $4,371+58.2% | $3,741+84.8% |
| Admin fee / account holder | $5,873 | $4,401+33.4% | $5,948-1.3% | $5,306+10.7% |