Filed April 13, 2026
Total covered: 2 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 | $37,351 | $80,855-53.8% | $153,416-75.7% | $86,983-57.1% |
| Participation rate | 96.0% | 64.1%+31.9pp | 74.3%+21.7pp | 69.5%+26.5pp |
| Annual return | 17.82% | 16.18%+1.6pp | 17.84%0pp | 25.83%-8.0pp |
| Employer contribution / active EE | $5,270 | $2,308+128.4% | $3,764+40.0% | $2,584+103.9% |
| Participant deferral / active EE | $3,175 | $3,333-4.7% | $4,723-32.8% | $4,194-24.3% |
| Admin fee / account holder | $1,804 | $6,908-73.9% | $13,095-86.2% | $7,856-77.0% |