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 | $99,487 | $82,678+20.3% | $125,391-20.7% | $68,490+45.3% |
| Participation rate | 98.0% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.1pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,841 | $3,382+13.6% | $4,816-20.2% | $2,597+47.9% |
| Participant deferral / active EE | $8,959 | $6,111+46.6% | $7,448+20.3% | $4,028+122.4% |
| Admin fee / account holder | $20,857 | $6,277+232.3% | $10,009+108.4% | $5,403+286.0% |