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 | $56,431+86.3% | $130,788-19.6% | $87,485+20.2% |
| Participation rate | 92.3% | 58.9%+33.4pp | 70.1%+22.2pp | 68.9%+23.4pp |
| Annual return | 17.84% | 91.27%-73.4pp | 386.44%-368.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,638 | $1,549+70.3% | $3,558-25.9% | $2,596+1.6% |
| Participant deferral / active EE | $5,825 | $2,749+111.9% | $4,137+40.8% | $4,274+36.3% |
| Admin fee / account holder | $464 | $4,433-89.5% | $6,673-93.0% | $7,775-94.0% |