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 | $416,762 | $145,431+186.6% | $211,142+97.4% | $87,485+376.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.45% | 27.21%-10.8pp | 46.84%-30.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $11,417 | $4,662+144.9% | $6,442+77.2% | $2,596+339.8% |
| Participant deferral / active EE | $16,202 | $6,859+136.2% | $9,284+74.5% | $4,274+279.1% |
| Admin fee / account holder | $20,158 | $17,052+18.2% | $19,076+5.7% | $7,775+159.3% |