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 | $123,638 | $98,776+25.2% | $149,745-17.4% | $79,856+54.8% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 15.05% | 27.38%-12.3pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,768 | $3,217-14.0% | $4,646-40.4% | $2,471+12.0% |
| Participant deferral / active EE | $6,839 | $5,681+20.4% | $6,843-0.1% | $3,741+82.8% |
| Admin fee / account holder | $1,831 | $6,053-69.7% | $9,312-80.3% | $5,306-65.5% |