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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,162 | $123,793-39.3% | $177,848-57.7% | $79,856-5.9% |
| Participation rate | 94.6% | 84.7%+9.9pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | 19.89% | 22.82%-2.9pp | 48.33%-28.4pp | 31.71%-11.8pp |
| Employer contribution / active EE | $3,326 | $4,095-18.8% | $5,919-43.8% | $2,471+34.6% |
| Participant deferral / active EE | $3,881 | $5,956-34.8% | $7,714-49.7% | $3,741+3.8% |
| Admin fee / account holder | $850 | $7,243-88.3% | $12,431-93.2% | $5,306-84.0% |