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 | $262,563 | $57,312+358.1% | $86,617+203.1% | $75,181+249.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.06% | 2672.78%-2656.7pp | 591.91%-575.8pp | 160.69%-144.6pp |
| Employer contribution / active EE | $10,971 | $2,315+373.8% | $3,023+262.9% | $2,671+310.8% |
| Participant deferral / active EE | $12,764 | $3,319+284.6% | $4,437+187.7% | $4,126+209.4% |
| Admin fee / account holder | $1,753 | $4,114-57.4% | $5,613-68.8% | $5,650-69.0% |