Filed May 5, 2026
Total covered: 2 employees
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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 | $49,126 | $43,338+13.4% | $59,887-18.0% | $64,173-23.4% |
| Participation rate | 98.3% | 69.2%+29.2pp | 74.7%+23.6pp | 69.6%+28.8pp |
| Annual return | -5.32% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $862 | $2,030-57.6% | $2,722-68.4% | $2,381-63.8% |
| Participant deferral / active EE | $5,946 | $2,547+133.4% | $3,402+74.8% | $3,470+71.4% |
| Admin fee / account holder | $4,080 | $3,007+35.7% | $3,591+13.6% | $4,887-16.5% |