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 | $108,599 | $138,386-21.5% | $184,260-41.1% | $80,935+34.2% |
| Participation rate | 98.7% | 83.9%+14.8pp | 86.8%+11.8pp | 67.7%+31.0pp |
| Annual return | 15.70% | 20.02%-4.3pp | 28.84%-13.1pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4,047 | $4,851-16.6% | $6,427-37.0% | $2,757+46.8% |
| Participant deferral / active EE | $5,281 | $7,076-25.4% | $9,133-42.2% | $4,299+22.8% |
| Admin fee / account holder | $2,358 | $10,489-77.5% | $13,898-83.0% | $6,924-65.9% |