Filed March 4, 2025 (most recent of 8 filings on file)
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 | $60,281 | $58,311+3.4% | $81,882-26.4% | $80,959-25.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.30% | 41.85%-22.6pp | 779.47%-760.2pp | 35.67%-16.4pp |
| Employer contribution / active EE | $1,345 | $2,347-42.7% | $2,916-53.9% | $2,757-51.2% |
| Participant deferral / active EE | $6,159 | $3,287+87.4% | $4,323+42.5% | $4,300+43.2% |
| Admin fee / account holder | $1,084 | $4,752-77.2% | $7,360-85.3% | $6,925-84.3% |