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 | $58,234+3.5% | $81,783-26.3% | $80,874-25.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 19.30% | 41.70%-22.4pp | 775.05%-755.8pp | 35.62%-16.3pp |
| Employer contribution / active EE | $1,345 | $2,341-42.6% | $2,913-53.8% | $2,756-51.2% |
| Participant deferral / active EE | $6,159 | $3,283+87.6% | $4,320+42.6% | $4,297+43.3% |
| Admin fee / account holder | $1,084 | $4,982-78.2% | $7,380-85.3% | $6,935-84.4% |