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 | $64,356 | $94,529-31.9% | $140,019-54.0% | $64,173+0.3% |
| Participation rate | 89.6% | 84.1%+5.5pp | 87.5%+2.1pp | 69.6%+20.0pp |
| Annual return | -6.69% | 7.77%-14.5pp | 651.17%-657.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,118 | $3,812-18.2% | $5,605-44.4% | $2,381+31.0% |
| Participant deferral / active EE | $3,160 | $5,250-39.8% | $6,927-54.4% | $3,470-8.9% |
| Admin fee / account holder | $3,985 | $6,741-40.9% | $10,705-62.8% | $4,887-18.5% |