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 | $77,004 | $65,685+17.2% | $57,181+34.7% | $273,965-71.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.29% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $8,841 | $3,279+169.7% | $2,682+229.6% | $4,869+81.6% |
| Participant deferral / active EE | $8,481 | $3,781+124.3% | $3,096+174.0% | $5,287+60.4% |
| Admin fee / account holder | $2,287 | $4,835-52.7% | $3,139-27.1% | $10,132-77.4% |