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 | $135,444 | $84,741+59.8% | $75,731+78.8% | $167,553-19.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.40% | 199.72%-185.3pp | 104.65%-90.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $10,331 | $3,230+219.8% | $2,743+276.6% | $4,840+113.5% |
| Participant deferral / active EE | $10,009 | $4,577+118.7% | $3,820+162.0% | $6,343+57.8% |
| Admin fee / account holder | $6,415 | $5,361+19.7% | $3,620+77.2% | $12,316-47.9% |