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 | $53,234 | $73,978-28.0% | $96,515-44.8% | $75,173-29.2% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.3pp |
| Annual return | 17.88% | 26.72%-8.8pp | 35.73%-17.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $3,166 | $2,931+8.0% | $3,740-15.3% | $2,671+18.5% |
| Participant deferral / active EE | $8,570 | $3,660+134.1% | $4,880+75.6% | $4,126+107.7% |
| Admin fee / account holder | $6,563 | $5,219+25.8% | $6,735-2.6% | $5,651+16.2% |