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 | $79,894-53.2% | $135,792-72.5% | $82,637-54.8% |
| Participation rate | 96.0% | 63.0%+33.0pp | 72.6%+23.4pp | 68.1%+27.9pp |
| Annual return | 17.82% | 17.20%+0.6pp | 25.96%-8.1pp | 53.51%-35.7pp |
| Employer contribution / active EE | $5,270 | $2,165+143.4% | $3,496+50.8% | $2,552+106.5% |
| Participant deferral / active EE | $3,175 | $3,194-0.6% | $4,759-33.3% | $4,126-23.0% |
| Admin fee / account holder | $1,804 | $6,434-72.0% | $12,266-85.3% | $7,339-75.4% |