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 | $35,561 | $45,152-21.2% | $73,845-51.8% | $59,632-40.4% |
| Participation rate | 88.1% | 64.0%+24.1pp | 73.4%+14.7pp | 68.7%+19.4pp |
| Annual return | 0.01% | 27.40%-27.4pp | 2267.91%-2267.9pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,088 | $1,902-42.8% | $2,788-61.0% | $2,203-50.6% |
| Participant deferral / active EE | $4,677 | $2,574+81.7% | $3,583+30.5% | $3,192+46.5% |
| Admin fee / account holder | $3,054 | $3,516-13.1% | $4,881-37.4% | $4,297-28.9% |