Filed September 18, 2025
Total covered: 4 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 | $196,994 | $72,426+172.0% | $67,560+191.6% | $145,897+35.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.03% | 7226.78%-7212.8pp | 3533.50%-3519.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $11,969 | $3,074+289.3% | $2,737+337.4% | $4,663+156.7% |
| Participant deferral / active EE | $11,143 | $4,785+132.9% | $4,004+178.3% | $6,689+66.6% |
| Admin fee / account holder | $4,618 | $5,514-16.2% | $3,994+15.6% | $13,390-65.5% |