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 | $39,151 | $64,719-39.5% | $112,249-65.1% | $68,486-42.8% |
| Participation rate | 95.5% | 67.2%+28.3pp | 75.1%+20.4pp | 67.9%+27.6pp |
| Annual return | -13.79% | -11.40%-2.4pp | 27.48%-41.3pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,467 | $2,747+26.2% | $3,636-4.6% | $2,597+33.5% |
| Participant deferral / active EE | $8,811 | $3,565+147.1% | $4,729+86.3% | $4,028+118.8% |
| Admin fee / account holder | $15,136 | $5,232+189.3% | $6,412+136.0% | $5,404+180.1% |