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 | $24,377 | $57,312-57.5% | $86,617-71.9% | $75,181-67.6% |
| Participation rate | 88.6% | 63.2%+25.4pp | 71.7%+16.9pp | 67.2%+21.4pp |
| Annual return | 26.18% | 2672.78%-2646.6pp | 591.91%-565.7pp | 160.69%-134.5pp |
| Employer contribution / active EE | $2,366 | $2,315+2.2% | $3,023-21.7% | $2,671-11.4% |
| Participant deferral / active EE | $4,126 | $3,319+24.3% | $4,437-7.0% | $4,1260% |
| Admin fee / account holder | $569 | $4,114-86.2% | $5,613-89.9% | $5,650-89.9% |