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 | $84,965 | $73,518+15.6% | $63,003+34.9% | $147,585-42.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.97% | 175.46%-156.5pp | 87.59%-68.6pp | 578.56%-559.6pp |
| Employer contribution / active EE | $9,580 | $3,322+188.3% | $2,760+247.1% | $4,876+96.5% |
| Participant deferral / active EE | $9,274 | $4,183+121.7% | $3,329+178.6% | $5,439+70.5% |
| Admin fee / account holder | $21,737 | $5,952+265.2% | $3,600+503.8% | $10,885+99.7% |