Filed October 14, 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 | $311,318 | $88,754+250.8% | $81,820+280.5% | $145,877+113.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.58% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $11,124 | $3,085+260.6% | $2,915+281.6% | $4,663+138.6% |
| Participant deferral / active EE | $13,633 | $4,648+193.3% | $4,323+215.4% | $6,691+103.8% |
| Admin fee / account holder | $6,111 | $8,424-27.4% | $7,391-17.3% | $13,402-54.4% |