Filed March 23, 2026 (most recent of 3 filings on file)
Total covered: 5 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 | $91,036 | $88,672+2.7% | $105,223-13.5% | $82,448+10.4% |
| Participation rate | 88.6% | 67.9%+20.7pp | 75.0%+13.6pp | 68.1%+20.6pp |
| Annual return | 15.13% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,311 | $3,048-24.2% | $3,689-37.4% | $2,551-9.4% |
| Participant deferral / active EE | $3,333 | $4,036-17.4% | $5,072-34.3% | $4,139-19.5% |
| Admin fee / account holder | $9,582 | $7,146+34.1% | $8,859+8.2% | $7,234+32.5% |