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 | $181,062-81.8% | $158,223-79.2% | $155,188-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 33.34% | 57.39%-24.0pp | 52.09%-18.8pp | 148.84%-115.5pp |
| Employer contribution / active EE | $4,667 | $4,565+2.2% | $4,109+13.6% | $4,248+9.9% |
| Participant deferral / active EE | $8,924 | $6,134+45.5% | $5,467+63.2% | $6,531+36.6% |
| Admin fee / account holder | $4,868 | $18,825-74.1% | $16,047-69.7% | $14,480-66.4% |