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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,785 | $51,642-17.2% | $129,384-66.9% | $80,935-47.1% |
| Participation rate | 88.2% | 56.9%+31.2pp | 69.6%+18.5pp | 67.7%+20.5pp |
| Annual return | 11.43% | 20.78%-9.3pp | 9461.77%-9450.3pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,398 | $1,583-11.7% | $4,153-66.3% | $2,757-49.3% |
| Participant deferral / active EE | $4,514 | $2,670+69.1% | $4,166+8.4% | $4,299+5.0% |
| Admin fee / account holder | $6,094 | $4,312+41.3% | $7,686-20.7% | $6,924-12.0% |