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 | $146,267-0.8% | $197,124-26.4% | $82,448+76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.47% | 29.61%-13.1pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,682 | $4,723-0.9% | $6,227-24.8% | $2,551+83.5% |
| Participant deferral / active EE | $5,830 | $7,035-17.1% | $9,135-36.2% | $4,139+40.8% |
| Admin fee / account holder | $5,245 | $14,422-63.6% | $16,298-67.8% | $7,234-27.5% |