Filed June 12, 2026 (most recent of 2 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 | $74,618 | $171,865-56.6% | $149,718-50.2% | $147,585-49.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.30% | 2113.29%-2088.0pp | 1501.67%-1476.4pp | 578.56%-553.3pp |
| Employer contribution / active EE | $1,772 | $6,275-71.8% | $5,445-67.5% | $4,876-63.7% |
| Participant deferral / active EE | $3,676 | $7,270-49.4% | $6,569-44.0% | $5,439-32.4% |
| Admin fee / account holder | $5,525 | $13,799-60.0% | $11,283-51.0% | $10,885-49.2% |