Filed August 18, 2025
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,082 | $227,291+105.9% | $214,702+118.0% | $155,188+201.6% |
| Participation rate | 93.8% | 88.0%+5.8pp | 87.5%+6.3pp | 80.8%+12.9pp |
| Annual return | 13.74% | 60.08%-46.3pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $7,079 | $6,772+4.5% | $6,461+9.6% | $4,248+66.6% |
| Participant deferral / active EE | $18,124 | $9,582+89.2% | $9,147+98.2% | $6,531+177.5% |
| Admin fee / account holder | $81,361 | $20,413+298.6% | $19,830+310.3% | $14,480+461.9% |