Filed April 29, 2025 (most recent of 3 filings on file)
Total covered: 10 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 | $53,194 | $82,028-35.2% | $123,105-56.8% | $59,633-10.8% |
| Participation rate | 99.0% | 83.2%+15.8pp | 86.8%+12.2pp | 68.7%+30.3pp |
| Annual return | -1.10% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,973 | $3,297-9.8% | $5,151-42.3% | $2,203+35.0% |
| Participant deferral / active EE | $3,041 | $4,667-34.8% | $6,229-51.2% | $3,192-4.7% |
| Admin fee / account holder | $3,247 | $5,879-44.8% | $9,014-64.0% | $4,297-24.4% |