Filed October 14, 2024 (most recent of 2 filings on file)
Total covered: 16 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,184 | $102,422+173.6% | $147,117+90.5% | $80,959+246.1% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 20.59% | 135.16%-114.6pp | 420.54%-400.0pp | 35.67%-15.1pp |
| Employer contribution / active EE | $2,874 | $3,717-22.7% | $4,932-41.7% | $2,757+4.2% |
| Participant deferral / active EE | $16,070 | $6,652+141.6% | $8,065+99.3% | $4,300+273.7% |
| Admin fee / account holder | $985 | $7,953-87.6% | $12,993-92.4% | $6,925-85.8% |