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 | $252,874 | $103,008+145.5% | $90,304+180.0% | $152,897+65.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.32% | 95.22%-72.9pp | 78.13%-55.8pp | 345.43%-323.1pp |
| Employer contribution / active EE | $10,484 | $3,139+233.9% | $2,855+267.2% | $4,764+120.1% |
| Participant deferral / active EE | $11,050 | $4,281+158.1% | $3,885+184.4% | $5,851+88.9% |
| Admin fee / account holder | $10,336 | $6,175+67.4% | $5,354+93.1% | $11,599-10.9% |