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 | $43,774 | $49,177-11.0% | $79,466-44.9% | $64,173-31.8% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.6%+16.5pp |
| Annual return | -5.56% | -1.16%-4.4pp | 718.28%-723.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,064 | $2,076-48.7% | $2,800-62.0% | $2,381-55.3% |
| Participant deferral / active EE | $4,382 | $2,821+55.3% | $3,704+18.3% | $3,470+26.3% |
| Admin fee / account holder | $1,795 | $3,839-53.2% | $5,104-64.8% | $4,887-63.3% |