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 | $71,766 | $109,359-34.4% | $162,185-55.8% | $72,976-1.7% |
| Participation rate | 87.8% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.3pp |
| Annual return | 23.97% | 25.46%-1.5pp | 115.61%-91.6pp | 81.02%-57.0pp |
| Employer contribution / active EE | $2,905 | $3,907-25.6% | $5,613-48.2% | $2,440+19.1% |
| Participant deferral / active EE | $2,893 | $5,481-47.2% | $7,297-60.4% | $3,608-19.8% |
| Admin fee / account holder | $3,641 | $7,972-54.3% | $10,844-66.4% | $5,124-29.0% |