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 | $372,026 | $138,385+168.8% | $184,243+101.9% | $80,925+359.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.37% | 20.02%-3.7pp | 28.82%-12.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $10,629 | $4,851+119.1% | $6,427+65.4% | $2,756+285.6% |
| Participant deferral / active EE | $14,750 | $7,075+108.5% | $9,132+61.5% | $4,299+243.1% |
| Admin fee / account holder | $22,367 | $10,489+113.2% | $13,914+60.8% | $6,940+222.3% |