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 | $209,972 | $54,357+286.3% | $82,706+153.9% | $68,495+206.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.12% | -13.67%-1.5pp | 701.76%-716.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,737 | $2,218+248.8% | $3,007+157.3% | $2,596+198.0% |
| Participant deferral / active EE | $9,125 | $3,246+181.1% | $4,394+107.7% | $4,028+126.6% |
| Admin fee / account holder | $11,317 | $4,396+157.4% | $5,329+112.4% | $5,403+109.5% |