Filed September 29, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,762 | $146,267+184.9% | $197,124+111.4% | $82,448+405.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.45% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $11,417 | $4,723+141.7% | $6,227+83.3% | $2,551+347.6% |
| Participant deferral / active EE | $16,202 | $7,035+130.3% | $9,135+77.4% | $4,139+291.4% |
| Admin fee / account holder | $20,158 | $14,422+39.8% | $16,298+23.7% | $7,234+178.6% |