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 | $45,524 | $54,357-16.2% | $82,706-45.0% | $68,495-33.5% |
| Participation rate | 87.0% | 63.9%+23.0pp | 72.6%+14.4pp | 67.9%+19.1pp |
| Annual return | -18.10% | -13.67%-4.4pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,077 | $2,218-51.4% | $3,007-64.2% | $2,596-58.5% |
| Participant deferral / active EE | $5,647 | $3,246+74.0% | $4,394+28.5% | $4,028+40.2% |
| Admin fee / account holder | $6,227 | $4,396+41.6% | $5,329+16.9% | $5,403+15.2% |