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 | $92,547 | $125,797-26.4% | $170,057-45.6% | $75,177+23.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.68% | 27.20%-7.5pp | 53.42%-33.7pp | 160.75%-141.1pp |
| Employer contribution / active EE | $3,485 | $4,616-24.5% | $6,790-48.7% | $2,671+30.5% |
| Participant deferral / active EE | $5,055 | $6,838-26.1% | $10,411-51.4% | $4,126+22.5% |
| Admin fee / account holder | $4,922 | $8,177-39.8% | $12,826-61.6% | $5,651-12.9% |