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 | $287,750 | $137,414+109.4% | $189,537+51.8% | $85,847+235.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.46% | 38.14%-21.7pp | 555.34%-538.9pp | 318.61%-302.1pp |
| Employer contribution / active EE | $8,986 | $4,344+106.8% | $6,161+45.9% | $2,565+250.3% |
| Participant deferral / active EE | $13,750 | $6,260+119.7% | $8,220+67.3% | $3,952+247.9% |
| Admin fee / account holder | $863 | $8,630-90.0% | $12,048-92.8% | $6,261-86.2% |