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 | $159,247 | $69,274+129.9% | $64,097+148.4% | $139,487+14.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.59% | 46.00%-27.4pp | 33.75%-15.2pp | 373.84%-355.3pp |
| Employer contribution / active EE | $13,269 | $3,187+316.3% | $2,750+382.5% | $4,755+179.1% |
| Participant deferral / active EE | $12,839 | $4,685+174.0% | $3,881+230.8% | $6,713+91.3% |
| Admin fee / account holder | $3,746 | $4,247-11.8% | $3,070+22.0% | $11,407-67.2% |