Filed October 13, 2024
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 | $156,538 | $86,938+80.1% | $102,423+52.8% | $80,925+93.4% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.6pp |
| Annual return | 647.59% | 18.89%+628.7pp | 29.42%+618.2pp | 35.65%+611.9pp |
| Employer contribution / active EE | $3,294 | $2,369+39.0% | $3,023+9.0% | $2,756+19.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,277 | $8,053+2.8% | $9,455-12.5% | $6,940+19.3% |