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 | $336,177 | $125,797+167.2% | $170,043+97.7% | $75,173+347.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.06% | 27.20%-7.1pp | 53.40%-33.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $10,328 | $4,616+123.7% | $6,790+52.1% | $2,671+286.7% |
| Participant deferral / active EE | $14,809 | $6,838+116.6% | $10,410+42.3% | $4,126+258.9% |
| Admin fee / account holder | $11,305 | $8,177+38.3% | $12,824-11.8% | $5,651+100.1% |