Filed February 27, 2025
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 | $32,334 | $58,311-44.5% | $81,882-60.5% | $80,959-60.1% |
| Participation rate | 94.1% | 63.5%+30.6pp | 72.4%+21.7pp | 67.7%+26.4pp |
| Annual return | 14.23% | 41.85%-27.6pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,620 | $2,347+11.6% | $2,916-10.2% | $2,757-5.0% |
| Participant deferral / active EE | $4,397 | $3,287+33.8% | $4,323+1.7% | $4,300+2.2% |
| Admin fee / account holder | $2,108 | $4,752-55.6% | $7,360-71.4% | $6,925-69.6% |