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 | $88,815+250.5% | $81,882+280.2% | $145,897+113.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.58% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $11,124 | $3,086+260.4% | $2,916+281.5% | $4,663+138.6% |
| Participant deferral / active EE | $13,633 | $4,647+193.4% | $4,323+215.4% | $6,689+103.8% |
| Admin fee / account holder | $6,111 | $8,434-27.5% | $7,360-17.0% | $13,390-54.4% |