Saved $62,000 annually

Case Study: Tech Start-Up

Industry: SaaS / Technology
Employees: 85
Problem: The founder-led team had quickly scaled but hadn’t reviewed the 401(k) since launch. Participants were unknowingly placed in high-fee target date funds, and administrative costs had grown disproportionate to plan size.
Result: We identified $62,000 in annual overcharges. The CFO implemented a fee-leveling structure and added a low-cost index fund tier without switching providers.