Filed July 29, 2025 (most recent of 3 filings on file)
Total covered: 11 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 | $67,439 | $58,726+14.8% | $142,898-52.8% | $85,851-21.4% |
| Participation rate | 82.3% | 58.5%+23.8pp | 72.0%+10.3pp | 69.3%+13.0pp |
| Annual return | 14.77% | 27.73%-13.0pp | 5639.64%-5624.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $928 | $1,424-34.8% | $4,146-77.6% | $2,565-63.8% |
| Participant deferral / active EE | $2,784 | $2,609+6.7% | $3,838-27.5% | $3,952-29.6% |
| Admin fee / account holder | $36,610 | $4,234+764.6% | $6,560+458.1% | $6,261+484.7% |