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 | $91,237 | $137,414-33.6% | $189,545-51.9% | $85,851+6.3% |
| Participation rate | 98.6% | 84.6%+14.0pp | 87.8%+10.8pp | 69.3%+29.3pp |
| Annual return | 15.19% | 38.14%-22.9pp | 555.36%-540.2pp | 318.63%-303.4pp |
| Employer contribution / active EE | $3,272 | $4,344-24.7% | $6,162-46.9% | $2,565+27.6% |
| Participant deferral / active EE | $4,172 | $6,260-33.3% | $8,220-49.2% | $3,952+5.6% |
| Admin fee / account holder | $5,576 | $8,630-35.4% | $12,049-53.7% | $6,261-10.9% |