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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,957 | $89,367+113.7% | $141,191+35.2% | $72,975+161.7% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.3pp | 69.5%+14.3pp |
| Annual return | 23.99% | 111.87%-87.9pp | 71.41%-47.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,838 | $3,115-41.0% | $4,736-61.2% | $2,440-24.7% |
| Participant deferral / active EE | $9,583 | $5,419+76.8% | $6,710+42.8% | $3,608+165.6% |
| Admin fee / account holder | $7,878 | $5,957+32.3% | $10,264-23.2% | $5,124+53.7% |