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 | $120,687 | $78,705+53.3% | $117,860+2.4% | $70,124+72.1% |
| Participation rate | 83.9% | 73.2%+10.7pp | 79.7%+4.2pp | 69.5%+14.3pp |
| Annual return | 18.22% | 23.30%-5.1pp | 335.10%-316.9pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,452 | $2,223-34.7% | $3,786-61.7% | $2,342-38.0% |
| Participant deferral / active EE | $3,553 | $3,297+7.8% | $4,482-20.7% | $3,332+6.7% |
| Admin fee / account holder | $524 | $5,065-89.7% | $8,021-93.5% | $4,645-88.7% |