Filed March 18, 2024
Total covered: 4 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 | $143,301 | $99,011+44.7% | $86,582+65.5% | $147,586-2.9% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 11.01% | 1312.75%-1301.7pp | 965.08%-954.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $8,991 | $3,132+187.0% | $2,839+216.6% | $4,876+84.4% |
| Participant deferral / active EE | $8,991 | $3,972+126.3% | $3,609+149.1% | $5,439+65.3% |
| Admin fee / account holder | $5,265 | $5,709-7.8% | $4,904+7.4% | $10,886-51.6% |