Filed February 25, 2025 (most recent of 4 filings on file)
Total covered: 3 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 | $145,119 | $145,431-0.2% | $211,142-31.3% | $87,485+65.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.47% | 27.21%-10.7pp | 46.84%-30.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $4,682 | $4,662+0.4% | $6,442-27.3% | $2,596+80.3% |
| Participant deferral / active EE | $5,830 | $6,859-15.0% | $9,284-37.2% | $4,274+36.4% |
| Admin fee / account holder | $5,245 | $17,052-69.2% | $19,076-72.5% | $7,775-32.5% |