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 | $58,258-44.5% | $81,820-60.5% | $80,925-60.0% |
| Participation rate | 94.1% | 63.5%+30.7pp | 72.4%+21.7pp | 67.7%+26.5pp |
| Annual return | 14.23% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,620 | $2,345+11.7% | $2,915-10.1% | $2,756-4.9% |
| Participant deferral / active EE | $4,397 | $3,284+33.9% | $4,323+1.7% | $4,299+2.3% |
| Admin fee / account holder | $2,108 | $4,976-57.6% | $7,391-71.5% | $6,940-69.6% |