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 | $270,990 | $110,083+146.2% | $151,645+78.7% | $68,490+295.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.18% | -10.12%-7.1pp | 3.34%-20.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $10,781 | $4,470+141.2% | $6,165+74.9% | $2,597+315.2% |
| Participant deferral / active EE | $15,965 | $6,526+144.6% | $8,363+90.9% | $4,028+296.4% |
| Admin fee / account holder | $2,251 | $7,718-70.8% | $11,614-80.6% | $5,403-58.3% |