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 | $40,116 | $48,078-16.6% | $78,676-49.0% | $62,881-36.2% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 8.64% | 31.36%-22.7pp | 62.19%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $942 | $2,015-53.2% | $2,850-66.9% | $2,281-58.7% |
| Participant deferral / active EE | $4,437 | $2,587+71.5% | $3,517+26.2% | $3,203+38.5% |
| Admin fee / account holder | $3,672 | $3,206+14.5% | $4,510-18.6% | $4,296-14.5% |