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 | $99,031+44.7% | $86,597+65.5% | $147,585-2.9% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 11.01% | 1312.56%-1301.5pp | 964.96%-953.9pp | 578.57%-567.6pp |
| Employer contribution / active EE | $8,991 | $3,132+187.0% | $2,840+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 | $5,711-7.8% | $4,906+7.3% | $10,885-51.6% |