Filed May 27, 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 | $32,877 | $185,312-82.3% | $161,489-79.6% | $154,746-78.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 33.34% | 103.84%-70.5pp | 89.72%-56.4pp | 172.34%-139.0pp |
| Employer contribution / active EE | $4,667 | $4,769-2.1% | $4,268+9.3% | $4,379+6.6% |
| Participant deferral / active EE | $8,924 | $6,350+40.5% | $5,630+58.5% | $6,730+32.6% |
| Admin fee / account holder | $4,868 | $18,654-73.9% | $16,006-69.6% | $14,365-66.1% |