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 | $64,199 | $64,311-0.2% | $57,356+11.9% | $125,389-48.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.50% | 25.14%-24.6pp | 24.41%-23.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $8,316 | $3,193+160.5% | $2,689+209.3% | $4,866+70.9% |
| Participant deferral / active EE | $8,904 | $3,846+131.5% | $3,162+181.6% | $5,352+66.4% |
| Admin fee / account holder | $2,080 | $5,243-60.3% | $3,357-38.0% | $9,541-78.2% |