Filed June 19, 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 | $49,940 | $39,162+27.5% | $100,671-50.4% | $59,633-16.3% |
| Participation rate | 93.0% | 55.9%+37.2pp | 70.7%+22.3pp | 68.7%+24.4pp |
| Annual return | 2.36% | 21.07%-18.7pp | 20.43%-18.1pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,182 | $1,151+2.7% | $4,012-70.5% | $2,203-46.3% |
| Participant deferral / active EE | $4,033 | $1,992+102.5% | $3,144+28.3% | $3,192+26.3% |
| Admin fee / account holder | $2,154 | $2,969-27.5% | $4,850-55.6% | $4,297-49.9% |