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 | $101,595 | $77,817+30.6% | $123,553-17.8% | $64,173+58.3% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -5.18% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,916 | $3,014+29.9% | $4,628-15.4% | $2,381+64.5% |
| Participant deferral / active EE | $5,166 | $5,240-1.4% | $6,426-19.6% | $3,470+48.9% |
| Admin fee / account holder | $2,335 | $5,519-57.7% | $9,284-74.8% | $4,887-52.2% |