Filed June 13, 2025
Total covered: 22 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,994 | $58,311+35.5% | $81,882-3.5% | $80,959-2.4% |
| Participation rate | 77.2% | 63.5%+13.7pp | 72.4%+4.8pp | 67.7%+9.5pp |
| Annual return | 12.40% | 41.85%-29.5pp | 779.47%-767.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,204 | $2,347+79.2% | $2,916+44.2% | $2,757+52.5% |
| Participant deferral / active EE | $6,083 | $3,287+85.1% | $4,323+40.7% | $4,300+41.5% |
| Admin fee / account holder | $3,238 | $4,752-31.9% | $7,360-56.0% | $6,925-53.2% |