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 | $72,688 | $100,060-27.4% | $149,721-51.5% | $70,126+3.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.1%+3.8pp | 69.5%+21.4pp |
| Annual return | 17.70% | 27.46%-9.8pp | 1501.67%-1484.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $2,944 | $3,661-19.6% | $5,444-45.9% | $2,343+25.7% |
| Participant deferral / active EE | $3,302 | $4,982-33.7% | $6,568-49.7% | $3,332-0.9% |
| Admin fee / account holder | $505 | $8,285-93.9% | $11,282-95.5% | $4,645-89.1% |