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 | $291,819 | $171,867+69.8% | $149,721+94.9% | $147,586+97.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.32% | 2113.36%-2100.0pp | 1501.67%-1488.4pp | 578.59%-565.3pp |
| Employer contribution / active EE | $14,761 | $6,275+135.3% | $5,444+171.1% | $4,876+202.7% |
| Participant deferral / active EE | $10,193 | $7,270+40.2% | $6,568+55.2% | $5,439+87.4% |
| Admin fee / account holder | $36,013 | $13,799+161.0% | $11,282+219.2% | $10,886+230.8% |