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 | $41,290 | $49,199-16.1% | $121,210-65.9% | $75,177-45.1% |
| Participation rate | 90.0% | 55.4%+34.6pp | 69.5%+20.5pp | 67.2%+22.8pp |
| Annual return | 14.92% | 56.04%-41.1pp | 987.41%-972.5pp | 160.75%-145.8pp |
| Employer contribution / active EE | $1,206 | $1,547-22.1% | $4,171-71.1% | $2,671-54.9% |
| Participant deferral / active EE | $4,796 | $2,630+82.4% | $4,084+17.5% | $4,126+16.2% |
| Admin fee / account holder | $2,202 | $3,946-44.2% | $5,647-61.0% | $5,651-61.0% |