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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,330 | $90,606+139.9% | $79,466+173.5% | $135,379+60.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.12% | 977.69%-982.8pp | 718.28%-723.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $10,167 | $3,068+231.4% | $2,800+263.1% | $4,779+112.8% |
| Participant deferral / active EE | $9,636 | $4,050+137.9% | $3,704+160.2% | $5,609+71.8% |
| Admin fee / account holder | $778 | $5,895-86.8% | $5,104-84.8% | $10,828-92.8% |