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 | $103,000+145.5% | $90,300+180.0% | $152,885+65.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.32% | 95.19%-72.9pp | 78.11%-55.8pp | 345.39%-323.1pp |
| Employer contribution / active EE | $10,484 | $3,138+234.0% | $2,854+267.3% | $4,763+120.1% |
| Participant deferral / active EE | $11,050 | $4,281+158.1% | $3,884+184.5% | $5,851+88.9% |
| Admin fee / account holder | $10,336 | $6,173+67.4% | $5,353+93.1% | $11,598-10.9% |