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 | $102,385+22.8% | $147,080-14.5% | $80,935+55.3% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.2pp |
| Annual return | 12.86% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $7,167 | $3,717+92.8% | $4,933+45.3% | $2,757+160.0% |
| Participant deferral / active EE | $9,522 | $6,651+43.2% | $8,066+18.0% | $4,299+121.5% |
| Admin fee / account holder | $37,288 | $7,951+368.9% | $12,989+187.1% | $6,924+438.5% |