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 | $58,234-44.5% | $81,783-60.5% | $80,874-60.0% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.4%+21.8pp | 67.6%+26.5pp |
| Annual return | 14.23% | 41.70%-27.5pp | 775.05%-760.8pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,620 | $2,341+11.9% | $2,913-10.1% | $2,756-4.9% |
| Participant deferral / active EE | $4,397 | $3,283+33.9% | $4,320+1.8% | $4,297+2.3% |
| Admin fee / account holder | $2,108 | $4,982-57.7% | $7,380-71.4% | $6,935-69.6% |