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 | $73,546+15.5% | $63,018+34.8% | $147,586-42.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.97% | 175.56%-156.6pp | 87.62%-68.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $9,580 | $3,324+188.2% | $2,761+247.0% | $4,876+96.5% |
| Participant deferral / active EE | $9,274 | $4,185+121.6% | $3,330+178.5% | $5,439+70.5% |
| Admin fee / account holder | $21,737 | $5,956+265.0% | $3,601+503.7% | $10,886+99.7% |