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 | $112,266 | $85,766+30.9% | $136,295-17.6% | $70,131+60.1% |
| Participation rate | 85.1% | 74.2%+11.0pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 16.12% | 31.45%-15.3pp | 5155.97%-5139.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,060 | $2,966+3.2% | $4,695-34.8% | $2,342+30.6% |
| Participant deferral / active EE | $4,802 | $5,051-4.9% | $6,247-23.1% | $3,332+44.1% |
| Admin fee / account holder | $4,768 | $5,420-12.0% | $9,243-48.4% | $4,645+2.6% |