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 | $102,382+173.7% | $147,005+90.6% | $80,874+246.4% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 20.59% | 134.89%-114.3pp | 418.76%-398.2pp | 35.62%-15.0pp |
| Employer contribution / active EE | $2,874 | $3,715-22.6% | $4,934-41.8% | $2,756+4.3% |
| Participant deferral / active EE | $16,070 | $6,646+141.8% | $8,070+99.1% | $4,297+274.0% |
| Admin fee / account holder | $985 | $7,942-87.6% | $13,006-92.4% | $6,935-85.8% |