Filed June 27, 2025
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 | $154,933 | $106,749+45.1% | $145,433+6.5% | $82,448+87.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.93% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $6,040 | $3,444+75.4% | $4,554+32.6% | $2,551+136.8% |
| Participant deferral / active EE | $11,449 | $6,519+75.6% | $7,897+45.0% | $4,139+176.6% |
| Admin fee / account holder | $12,361 | $8,390+47.3% | $13,129-5.8% | $7,234+70.9% |