Filed December 17, 2025 (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 | $105,149 | $52,353+100.8% | $120,225-12.5% | $82,448+27.5% |
| Participation rate | 92.3% | 58.3%+34.0pp | 69.6%+22.7pp | 68.1%+24.2pp |
| Annual return | 17.84% | 61.85%-44.0pp | 439.23%-421.4pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,638 | $1,510+74.7% | $3,475-24.1% | $2,551+3.4% |
| Participant deferral / active EE | $5,825 | $2,627+121.8% | $3,999+45.7% | $4,139+40.7% |
| Admin fee / account holder | $464 | $4,363-89.4% | $5,696-91.9% | $7,234-93.6% |