Filed December 2, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,458 | $65,703+55.9% | $94,224+8.7% | $59,632+71.8% |
| Participation rate | 89.8% | 72.1%+17.7pp | 78.8%+11.0pp | 68.7%+21.1pp |
| Annual return | 0.06% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,531 | $2,021-24.2% | $3,587-57.3% | $2,203-30.5% |
| Participant deferral / active EE | $3,568 | $3,143+13.5% | $4,320-17.4% | $3,192+11.8% |
| Admin fee / account holder | $27,945 | $4,264+555.3% | $6,269+345.8% | $4,297+550.3% |