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 | $47,128 | $53,128-11.3% | $86,582-45.6% | $70,126-32.8% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+16.9pp | 69.5%+20.9pp |
| Annual return | 17.91% | 27.66%-9.8pp | 965.08%-947.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $977 | $2,068-52.7% | $2,839-65.6% | $2,343-58.3% |
| Participant deferral / active EE | $4,258 | $2,695+58.0% | $3,609+18.0% | $3,332+27.8% |
| Admin fee / account holder | $2,730 | $3,584-23.8% | $4,904-44.3% | $4,645-41.2% |