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 | $125,681 | $102,422+22.7% | $147,117-14.6% | $80,959+55.2% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.2%+13.6pp | 67.7%+28.2pp |
| Annual return | 12.86% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $7,167 | $3,717+92.8% | $4,932+45.3% | $2,757+159.9% |
| Participant deferral / active EE | $9,522 | $6,652+43.1% | $8,065+18.1% | $4,300+121.4% |
| Admin fee / account holder | $37,288 | $7,953+368.8% | $12,993+187.0% | $6,925+438.4% |