Filed May 13, 2025 (most recent of 3 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 | $196,564 | $43,344+353.5% | $59,899+228.2% | $64,173+206.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.38% | -1.55%+11.9pp | 3.46%+6.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $6,412 | $2,030+215.9% | $2,723+135.5% | $2,381+169.3% |
| Participant deferral / active EE | $8,793 | $2,547+245.2% | $3,402+158.4% | $3,470+153.4% |
| Admin fee / account holder | $3,472 | $3,008+15.4% | $3,592-3.3% | $4,887-29.0% |